Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBAAF (Urbana Corporation) | 1.69% | 35.59% | 30.19% | 20.79% | 17.41% | 12.92% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/31/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBAAF (Urbana Corporation) | 05/31/2007 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.44 | 35.59 | 30.19 | 20.79 | 17.41 | 12.92 | NA | … | … | 1.69 | 53.60 | 23.02 | 12.12 | 8.75 | 32.27 | 8.91 | 29.02 | -34.59 | 21.74 | 53.81 | -12.90 | 0.62 | 85.26 | 11.76 | -30.33 | -14.08 | 29.09 | -78.97 | 80.34 |
| Sharpe Ratio | NA | 0.74 | 0.65 | 0.44 | 0.46 | NA | NA | … | … | 0.14 | 1.08 | 0.59 | 0.26 | 0.20 | 0.70 | 0.20 | 1.46 | -1.44 | 1.12 | 2.18 | -0.47 | 0.03 | 2.53 | 0.36 | -0.67 | -0.28 | 0.33 | -0.80 | 4.41 |
| Standard Deviation(%) | NA | 52.22 | 42.72 | 42.18 | 35.31 | NA | NA | … | … | 58.28 | 47.08 | 33.09 | 32.61 | 35.89 | 45.91 | 43.28 | 18.84 | 25.13 | 18.98 | 24.59 | 27.56 | 23.76 | 33.63 | 32.43 | 45.55 | 50.35 | 88.33 | 99.45 | 38.58 |
| Draw Down(%) | NA | 14.29 | 24.21 | 24.21 | 56.80 | NA | NA | … | … | 14.29 | 24.21 | 13.51 | 13.58 | 21.21 | 23.94 | 47.34 | 6.78 | 44.12 | 9.74 | 14.97 | 23.53 | 12.22 | 10.39 | 28.57 | 45.70 | 38.33 | 40.85 | 83.37 | 15.60 |
| Yield(%) | 0.00 | 2.26 | 3.23 | 2.82 | 4.56 | 4.07 | 1.40 | … | … | 1.52 | 2.26 | 2.68 | 0.00 | 2.84 | 3.35 | 2.76 | 3.03 | 3.08 | 3.59 | 2.04 | 2.38 | 2.25 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/31/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBAAF (Urbana Corporation) |
-38.44%
Dec 2007 – Dec 2010 |
-29.16%
Nov 2007 – Nov 2012 |
-5.77%
Dec 2007 – Dec 2017 |
-2.08%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBAAF (Urbana Corporation) |
35.88%
Mar 2023 – Mar 2026 |
29.86%
Mar 2020 – Mar 2025 |
19.96%
Feb 2016 – Feb 2026 |
14.64%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart