Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NUVR (New Ulm Telecom Inc) | 25.00% | 53.51% | 7.82% | -5.18% | 11.33% | 10.51% | 4.77% | … | … |
Data as of 06/04/2026, Common starting date is 12/10/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUVR (New Ulm Telecom Inc) | 12/10/1999 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.94 | 53.51 | 7.82 | -5.18 | 11.33 | 10.51 | 4.77 | … | … | 25.00 | 39.76 | 1.09 | -41.50 | -14.19 | 11.51 | 3.04 | 6.68 | 5.87 | 88.77 | 39.23 | 4.73 | 16.41 | 15.68 | -9.55 | 34.37 | -2.86 | -20.24 | -31.00 | 13.57 | -20.83 | 95.29 | 0.81 | -8.42 | 11.17 | -7.66 | 28.00 | 5.26 |
| Sharpe Ratio | NA | 0.96 | 0.07 | -0.18 | 0.27 | NA | NA | … | … | 1.27 | 0.82 | -0.11 | -0.96 | -0.52 | 0.48 | 0.08 | 0.28 | 0.21 | 3.12 | 1.45 | 0.14 | 0.74 | 0.44 | -0.21 | 0.74 | -0.05 | -0.28 | -0.38 | 0.34 | -0.57 | 2.86 | 0.00 | -0.17 | 0.24 | -0.30 | 0.66 | 6.80 |
| Standard Deviation(%) | NA | 38.35 | 46.83 | 42.26 | 35.25 | NA | NA | … | … | 41.77 | 45.65 | 50.64 | 47.97 | 30.30 | 24.02 | 33.06 | 18.73 | 22.15 | 28.43 | 26.85 | 33.69 | 22.10 | 35.78 | 46.69 | 46.21 | 56.12 | 72.17 | 83.68 | 31.64 | 42.75 | 32.51 | 39.74 | 53.61 | 42.69 | 34.12 | 36.26 | 21.76 |
| Draw Down(%) | NA | 15.00 | 49.60 | 67.02 | 67.07 | NA | NA | … | … | 9.31 | 22.83 | 38.08 | 45.36 | 26.10 | 15.11 | 27.77 | 13.40 | 13.71 | 10.10 | 8.27 | 12.89 | 11.62 | 12.40 | 17.94 | 15.23 | 25.93 | 47.16 | 51.31 | 29.45 | 26.79 | 12.20 | 15.38 | 26.79 | 35.52 | 20.71 | 18.33 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.04 | 4.40 | 5.34 | 2.90 | … | … | 0.00 | 0.00 | 0.00 | 1.56 | 2.56 | 2.88 | 1.38 | 2.79 | 2.60 | 4.07 | 5.02 | 4.66 | 5.18 | 5.63 | 5.35 | 6.21 | 5.33 | 4.53 | 3.34 | 3.64 | 18.68 | 3.77 | 3.55 | 3.69 | 3.43 | 1.56 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUVR (New Ulm Telecom Inc) |
-28.50%
Aug 2021 – Aug 2024 |
-15.88%
Nov 2005 – Nov 2010 |
-2.68%
Sep 2005 – Sep 2015 |
1.91%
Jan 2001 – Jan 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUVR (New Ulm Telecom Inc) |
45.42%
Oct 2016 – Oct 2019 |
31.46%
Aug 2013 – Aug 2018 |
20.04%
Mar 2011 – Mar 2021 |
11.65%
Oct 2004 – Oct 2019 |
Annualized Rolling Returns Comparison Chart