Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTCCX (Utopia Core Conservative) | NA | -48.35% | NA | NA | NA | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 05/17/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTCCX (Utopia Core Conservative) | 05/17/2006 | 05/01/2009 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -48.35 | NA | NA | NA | NA | NA | … | … | -13.49 | -39.43 | 7.47 | 5.23 |
| Sharpe Ratio | NA | -2.87 | NA | NA | NA | NA | NA | … | … | -3.58 | -2.42 | 1.01 | 1.25 |
| Standard Deviation(%) | NA | 17.04 | NA | NA | NA | NA | NA | … | … | 9.98 | 16.65 | 4.43 | 4.10 |
| Draw Down(%) | NA | 49.27 | NA | NA | NA | NA | NA | … | … | 16.26 | 43.39 | 4.24 | 2.82 |
| Yield(%) | 0.00 | 10.62 | 7.14 | 4.28 | 2.14 | 1.43 | 1.07 | … | … | 0.40 | 10.50 | 8.16 | 1.98 |
Data as of 05/01/2009, Common starting date is 05/17/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTCCX (Utopia Core Conservative) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTCCX (Utopia Core Conservative) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart