Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUGRY (United Utilities Group PLC ADR) | 10.47% | 18.62% | 16.03% | 9.11% | 7.25% | 8.87% | 8.02% | … | … |
Data as of 06/05/2026, Common starting date is 01/30/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUGRY (United Utilities Group PLC ADR) | 01/30/1998 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | 18.62 | 16.03 | 9.11 | 7.25 | 8.87 | 8.02 | … | … | 10.47 | 27.73 | 2.44 | 18.32 | -15.48 | 25.78 | 2.26 | 40.16 | -12.14 | 4.17 | -14.37 | 0.59 | 31.43 | 6.93 | 22.17 | 8.00 | 20.35 | -6.97 | -18.05 | 2.35 | 40.55 | 0.93 | 46.93 | 2.97 | 23.33 | -3.42 | 8.93 | -26.50 | 13.15 |
| Sharpe Ratio | NA | 0.64 | 0.51 | 0.27 | 0.22 | NA | NA | … | … | 0.76 | 1.04 | -0.05 | 0.66 | -0.56 | 1.46 | 0.05 | 1.60 | -0.52 | 0.21 | -0.60 | 0.03 | 1.71 | 0.41 | 1.06 | 0.32 | 0.87 | -0.23 | -0.37 | -0.04 | 2.47 | -0.08 | 2.55 | 0.09 | 0.90 | -0.28 | 0.16 | -1.19 | 0.38 |
| Standard Deviation(%) | NA | 24.97 | 24.89 | 24.99 | 25.77 | NA | NA | … | … | 31.13 | 24.03 | 24.33 | 22.37 | 30.50 | 17.64 | 36.97 | 24.23 | 25.97 | 16.60 | 24.29 | 22.31 | 18.34 | 16.91 | 21.01 | 24.53 | 23.25 | 31.25 | 51.76 | 21.65 | 15.12 | 15.84 | 18.05 | 24.16 | 24.74 | 21.05 | 29.52 | 25.16 | 28.67 |
| Draw Down(%) | NA | 13.17 | 20.58 | 38.66 | 38.66 | NA | NA | … | … | 13.17 | 13.14 | 12.97 | 17.90 | 38.66 | 13.33 | 36.15 | 18.61 | 18.46 | 24.13 | 22.74 | 18.62 | 17.31 | 12.98 | 13.71 | 11.39 | 15.76 | 33.56 | 41.21 | 17.63 | 6.99 | 11.47 | 6.96 | 22.24 | 10.34 | 16.27 | 18.50 | 39.75 | 15.85 |
| Yield(%) | 0.00 | 4.44 | 4.90 | 4.26 | 4.09 | 5.70 | 4.93 | … | … | 0.00 | 5.33 | 4.86 | 4.82 | 3.72 | 4.87 | 4.30 | 5.24 | 4.78 | 4.61 | 3.92 | 4.19 | 5.36 | 4.87 | 4.88 | 5.37 | 6.13 | 6.01 | 22.65 | 5.90 | 6.98 | 5.93 | 9.10 | 12.78 | 8.79 | 7.30 | 7.46 | 5.76 | 5.27 |
Data as of 06/05/2026, Common starting date is 01/30/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUGRY (United Utilities Group PLC ADR) |
-11.19%
Mar 1998 – Mar 2001 |
-5.15%
Sep 1998 – Sep 2003 |
1.25%
Jul 2008 – Jul 2018 |
3.90%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUGRY (United Utilities Group PLC ADR) |
28.44%
Nov 2003 – Nov 2006 |
24.20%
Jul 2003 – Jul 2008 |
13.05%
Jul 2004 – Jul 2014 |
12.05%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart