Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTGRX (Utopia Growth) | NA | -65.29% | NA | NA | NA | NA | NA | … | … |
Data as of 05/01/2009, Common starting date is 06/28/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTGRX (Utopia Growth) | 06/28/2006 | 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 | -65.29 | NA | NA | NA | NA | NA | … | … | -27.14 | -53.35 | 5.14 | 9.75 |
| Sharpe Ratio | NA | -2.30 | NA | NA | NA | NA | NA | … | … | -3.39 | -1.98 | 0.31 | 2.70 |
| Standard Deviation(%) | NA | 28.59 | NA | NA | NA | NA | NA | … | … | 18.26 | 27.39 | 6.81 | 6.18 |
| Draw Down(%) | NA | 66.06 | NA | NA | NA | NA | NA | … | … | 30.12 | 56.09 | 11.56 | 2.45 |
| Yield(%) | 0.00 | 6.24 | 6.59 | 3.95 | 1.98 | 1.32 | 0.99 | … | … | 0.00 | 6.08 | 10.89 | 1.92 |
Data as of 05/01/2009, Common starting date is 06/28/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTGRX (Utopia Growth) |
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 |
|---|---|---|---|---|
| UTGRX (Utopia Growth) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart