Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPNRY (Uponor Oyj) | NA | 1.81% | 28.78% | 19.41% | NA | NA | NA | … | … |
Data as of 04/29/2024, Common starting date is 03/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPNRY (Uponor Oyj) | 03/17/2015 | 04/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.81 | 28.78 | 19.41 | NA | NA | NA | … | … | 0.00 | 3.60 | -9.44 | 134.79 | 7.27 | 5.56 | -28.95 | 3.30 | 3.28 | -11.63 |
| Sharpe Ratio | NA | -1.11 | 0.56 | 0.49 | NA | NA | NA | … | … | 0.00 | -0.04 | -0.81 | 1.69 | 1.67 | 1.09 | -0.62 | 0.82 | 0.95 | -1.04 |
| Standard Deviation(%) | NA | 1.80 | 47.41 | 36.73 | NA | NA | NA | … | … | NA | 15.66 | 13.37 | 79.95 | 4.19 | 3.82 | 48.98 | 3.25 | 3.23 | 13.84 |
| Draw Down(%) | NA | 0.00 | 18.59 | 18.59 | NA | NA | NA | … | … | 0.00 | 10.30 | 12.31 | 0.00 | 0.00 | 0.00 | 43.10 | 0.00 | 0.00 | 11.63 |
| Yield(%) | 0.00 | 1.78 | 5.50 | 5.62 | 3.03 | 2.02 | 1.52 | … | … | 0.00 | 3.50 | 2.98 | 6.20 | 5.58 | 5.34 | 3.78 | 3.19 | 3.18 | 2.71 |
Data as of 04/29/2024, Common starting date is 03/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPNRY (Uponor Oyj) |
-10.69%
Apr 2018 – Apr 2021 |
-6.20%
Apr 2015 – Apr 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPNRY (Uponor Oyj) |
38.53%
Dec 2018 – Dec 2021 |
20.06%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart