Performance Comparison
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
