Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UWMC (UWM Holdings Corporation) | -42.98% | -38.37% | -18.65% | -18.35% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UWMC (UWM Holdings Corporation) | 05/04/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.99 | -38.37 | -18.65 | -18.35 | NA | NA | NA | … | … | -42.98 | -19.30 | -13.04 | 132.11 | -38.03 | -52.61 | 27.97 |
| Sharpe Ratio | NA | -0.62 | -0.36 | -0.36 | NA | NA | NA | … | … | -1.21 | -0.43 | -0.39 | 2.65 | -0.70 | -0.98 | 1.87 |
| Standard Deviation(%) | NA | 54.31 | 49.41 | 50.71 | NA | NA | NA | … | … | 58.73 | 52.22 | 42.24 | 49.02 | 56.18 | 53.56 | 23.86 |
| Draw Down(%) | NA | 60.07 | 68.87 | 68.87 | NA | NA | NA | … | … | 56.36 | 39.57 | 39.02 | 31.32 | 49.31 | 56.44 | 10.00 |
| Yield(%) | 0.00 | 9.28 | 7.16 | 3.93 | 2.05 | 1.36 | 1.02 | … | … | 2.27 | 7.09 | 5.70 | 11.76 | 6.51 | 3.09 | 0.00 |
Data as of 06/10/2026, Common starting date is 05/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UWMC (UWM Holdings Corporation) |
-16.57%
Sep 2020 – Sep 2023 |
-13.71%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UWMC (UWM Holdings Corporation) |
36.81%
Sep 2022 – Sep 2025 |
-3.53%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart