Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUSRX (US REAL ESTATE PORTFOLIO CLASS I) | NA | 0.51% | 7.02% | 7.55% | 3.53% | 8.99% | NA | … | … |
Data as of 04/28/2017, Common starting date is 12/19/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUSRX (US REAL ESTATE PORTFOLIO CLASS I) | 12/19/1997 | 04/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.37 | 0.51 | 7.02 | 7.55 | 3.53 | 8.99 | NA | … | … | -2.15 | 6.82 | 2.17 | 29.72 | 2.07 | 15.84 | 5.93 | 30.90 | 28.10 | -38.73 | -17.07 | 38.04 | 12.70 | 31.45 | 37.51 | -6.21 | 4.95 | 29.32 | -1.48 | -10.86 | 2.74 |
| Sharpe Ratio | NA | 0.02 | 0.47 | 0.51 | 0.08 | NA | NA | … | … | -0.62 | 0.41 | 0.13 | 2.84 | 0.14 | 1.17 | 0.20 | 1.19 | 0.45 | -0.55 | -0.72 | 2.49 | 0.70 | 1.91 | 3.18 | -0.48 | 0.23 | 2.39 | -0.48 | -1.06 | 6.60 |
| Standard Deviation(%) | NA | 13.68 | 14.82 | 14.42 | 35.65 | NA | NA | … | … | 11.17 | 15.89 | 16.98 | 10.45 | 14.75 | 13.61 | 28.77 | 25.96 | 62.27 | 71.78 | 28.06 | 14.03 | 15.01 | 15.94 | 11.58 | 15.37 | 11.55 | 10.57 | 9.78 | 13.32 | 24.36 |
| Draw Down(%) | NA | 13.76 | 15.97 | 16.07 | 71.75 | NA | NA | … | … | 6.21 | 13.76 | 15.97 | 6.73 | 16.07 | 9.43 | 23.12 | 15.75 | 39.71 | 62.89 | 28.49 | 7.81 | 10.37 | 15.85 | 7.15 | 21.77 | 12.96 | 7.03 | 18.12 | 21.20 | 1.04 |
| Yield(%) | 0.00 | 1.32 | 1.52 | 1.44 | 4.19 | 7.70 | 7.18 | … | … | 0.00 | 1.40 | 1.32 | 1.66 | 1.12 | 0.94 | 0.85 | 3.15 | 3.28 | 37.90 | 9.32 | 8.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.95 | 5.34 | 3.30 | 3.26 |
Data as of 04/28/2017, Common starting date is 12/19/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSRX (US REAL ESTATE PORTFOLIO CLASS I) |
-24.30%
Mar 2006 – Mar 2009 |
-7.94%
Mar 2004 – Mar 2009 |
2.23%
Feb 1999 – Feb 2009 |
8.60%
Feb 1998 – Feb 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUSRX (US REAL ESTATE PORTFOLIO CLASS I) |
40.75%
Mar 2009 – Mar 2012 |
27.64%
Feb 2009 – Feb 2014 |
12.35%
Aug 1998 – Aug 2008 |
11.62%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison Chart