Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVV (Universal Corporation) | 6.23% | -4.59% | 8.99% | 5.22% | 5.31% | 7.81% | 7.00% | … | … |
Data as of 06/10/2026, Common starting date is 01/05/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVV (Universal Corporation) | 01/05/1988 | 06/10/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.35 | -4.59 | 8.99 | 5.22 | 5.31 | 7.81 | 7.00 | … | … | 6.23 | 2.27 | -13.39 | 35.79 | 1.82 | 19.59 | -8.96 | 11.08 | 9.07 | -16.49 | 18.04 | 33.14 | -16.19 | 13.56 | 13.14 | 18.48 | -7.00 | 60.97 | -39.54 | 7.83 | 18.24 | -5.84 | 11.91 | 23.83 | 5.38 | 7.81 | 62.50 | -32.21 | -12.09 | 32.20 | 37.22 | 28.58 | -18.85 | -22.34 | 3.26 | 195.46 | -29.27 | 11.84 | 9.75 |
| Sharpe Ratio | NA | -0.35 | 0.17 | 0.09 | 0.12 | NA | NA | … | … | 0.35 | -0.02 | -0.63 | 1.52 | 0.01 | 0.82 | -0.24 | 0.34 | 0.20 | -0.60 | 0.85 | 1.25 | -0.69 | 0.59 | 0.72 | 0.64 | -0.20 | 1.59 | -0.90 | 0.13 | 0.73 | -0.35 | 0.54 | 1.39 | 0.16 | 0.17 | 1.39 | -1.14 | -0.50 | 1.04 | 1.28 | 1.20 | -0.80 | -0.83 | 0.02 | 7.79 | -1.57 | 0.37 | 0.27 |
| Standard Deviation(%) | NA | 24.07 | 25.67 | 24.64 | 28.60 | NA | NA | … | … | 27.72 | 24.90 | 26.89 | 21.28 | 26.26 | 23.99 | 38.26 | 27.95 | 38.63 | 28.86 | 20.99 | 26.46 | 23.65 | 22.80 | 18.36 | 28.70 | 35.75 | 38.36 | 44.68 | 35.59 | 20.51 | 23.02 | 20.37 | 16.66 | 25.93 | 31.94 | 41.99 | 31.19 | 30.96 | 27.19 | 26.00 | 20.53 | 27.31 | 29.53 | 30.82 | 24.41 | 22.13 | 16.04 | 18.35 |
| Draw Down(%) | NA | 15.23 | 29.70 | 29.70 | 46.14 | NA | NA | … | … | 13.48 | 20.74 | 29.70 | 16.16 | 28.80 | 20.50 | 32.76 | 20.26 | 22.54 | 35.42 | 12.23 | 19.57 | 32.68 | 23.56 | 12.54 | 21.40 | 35.72 | 26.59 | 54.30 | 32.74 | 25.64 | 26.05 | 19.66 | 9.88 | 25.33 | 25.55 | 43.34 | 38.33 | 34.11 | 14.96 | 14.30 | 12.04 | 31.16 | 33.20 | 31.41 | 6.87 | 36.09 | 10.48 | 12.23 |
| Yield(%) | 0.00 | 5.42 | 6.41 | 5.61 | 5.44 | 7.26 | 6.79 | … | … | 3.12 | 5.96 | 4.79 | 5.98 | 5.59 | 6.35 | 5.38 | 5.51 | 6.34 | 3.39 | 3.83 | 5.01 | 3.87 | 3.80 | 4.23 | 4.71 | 3.94 | 5.99 | 3.38 | 3.55 | 3.97 | 3.49 | 3.51 | 3.84 | 3.69 | 3.67 | 5.59 | 3.46 | 2.73 | 3.34 | 4.21 | 5.00 | 3.73 | 2.64 | 2.52 | 4.68 | 4.14 | 4.30 | 4.18 |
Data as of 06/10/2026, Common starting date is 01/05/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVV (Universal Corporation) |
-16.60%
Feb 1997 – Feb 2000 |
-7.19%
Feb 2004 – Feb 2009 |
0.86%
Apr 2008 – Apr 2018 |
3.20%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVV (Universal Corporation) |
41.69%
Mar 2000 – Mar 2003 |
30.06%
Feb 2000 – Feb 2005 |
17.94%
Mar 2000 – Mar 2010 |
13.48%
Jul 1990 – Jul 2005 |
Annualized Rolling Returns Comparison Chart