Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTCRX (Utopia Core) | NA | -58.40% | 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 |
|---|---|---|
| UTCRX (Utopia Core) | 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 | -58.40 | NA | NA | NA | NA | NA | … | … | -21.51 | -47.11 | 4.56 | 6.84 |
| Sharpe Ratio | NA | -2.65 | NA | NA | NA | NA | NA | … | … | -4.08 | -2.19 | 0.27 | 1.46 |
| Standard Deviation(%) | NA | 22.21 | NA | NA | NA | NA | NA | … | … | 12.80 | 21.91 | 5.73 | 5.33 |
| Draw Down(%) | NA | 59.06 | NA | NA | NA | NA | NA | … | … | 23.96 | 49.75 | 9.40 | 3.30 |
| Yield(%) | 0.00 | 6.32 | 6.50 | 3.90 | 1.95 | 1.30 | 0.97 | … | … | 0.00 | 6.25 | 10.67 | 2.21 |
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 |
|---|---|---|---|---|
| UTCRX (Utopia Core) |
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 |
|---|---|---|---|---|
| UTCRX (Utopia Core) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart