Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
URHG (United Resource Holdings Group Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 11/29/2023, Common starting date is 02/08/2007
More Performance Analytics Comparison
Name Start Date End Date
URHG (United Resource Holdings Group Inc) 02/08/2007 11/29/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -80.95 33.33 -40.00 150.00 100.00 0.00 -50.00 -60.00 -28.57 -84.09 25.71 337.50 0.00 166.67 -72.73 -83.08
Sharpe Ratio NA -0.28 -0.13 -0.11 -0.08 NA NA -0.27 -0.36 0.39 -0.15 0.57 0.29 0.00 -0.13 -0.27 -0.11 -0.40 0.11 1.24 0.00 0.66 -0.29 -0.28
Standard Deviation(%) NA 296.47 250.46 260.34 279.07 NA NA 306.84 225.94 136.31 273.81 261.45 335.39 241.07 398.17 221.51 258.06 210.94 243.02 272.70 112.75 253.77 251.01 320.92
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 85.71 33.33 66.67 66.67 75.00 50.00 80.00 80.00 76.92 85.71 78.57 80.39 37.50 75.00 95.45 97.60
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 11/29/2023, Common starting date is 02/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
URHG (United Resource Holdings Group Inc) -68.55%
Mar 2007 – Mar 2010
-58.97%
Mar 2012 – Mar 2017
-41.82%
Mar 2007 – Mar 2017
-22.41%
Mar 2007 – Mar 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
URHG (United Resource Holdings Group Inc) 151.98%
Sep 2008 – Sep 2011
83.84%
Dec 2016 – Dec 2021
4.81%
Jul 2009 – Jul 2019
-1.02%
Sep 2007 – Sep 2022
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return