Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBAB (United Bancorporation of Alabama Inc) | 2.26% | 9.55% | 17.28% | 16.16% | 22.92% | 18.70% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBAB (United Bancorporation of Alabama Inc) | 05/02/2007 | 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 (%) | -0.75 | 9.55 | 17.28 | 16.16 | 22.92 | 18.70 | NA | … | … | 2.26 | -4.15 | 39.94 | 19.95 | 19.90 | 34.92 | -20.32 | 40.27 | 22.69 | 16.89 | 71.58 | 11.47 | -1.42 | 150.28 | 85.71 | -64.65 | 0.99 | -67.74 | 10.32 | -14.85 |
| Sharpe Ratio | NA | 0.57 | 0.77 | 0.66 | 0.91 | NA | NA | … | … | 0.34 | -0.37 | 1.55 | 0.56 | 1.13 | 1.34 | -0.59 | 1.73 | 1.78 | 0.84 | 3.55 | 0.58 | -0.09 | 2.48 | 0.94 | -0.90 | 0.52 | -0.70 | 0.65 | -1.28 |
| Standard Deviation(%) | NA | 12.28 | 21.30 | 20.98 | 23.19 | NA | NA | … | … | 14.14 | 19.08 | 23.37 | 29.17 | 16.42 | 25.95 | 34.80 | 22.47 | 12.05 | 19.41 | 20.12 | 19.58 | 16.09 | 60.52 | 92.05 | 72.21 | 1.73 | 96.57 | 14.41 | 18.99 |
| Draw Down(%) | NA | 12.88 | 19.15 | 21.41 | 36.35 | NA | NA | … | … | 7.88 | 19.15 | 9.12 | 21.41 | 15.91 | 10.61 | 36.35 | 8.51 | 9.83 | 15.69 | 7.78 | 7.41 | 11.25 | 26.90 | 21.43 | 67.00 | 1.00 | 67.74 | 6.67 | 18.55 |
| Yield(%) | 0.00 | 2.75 | 2.88 | 2.70 | 5.89 | 6.71 | 1.54 | … | … | 0.00 | 2.48 | 2.68 | 1.69 | 1.34 | 1.26 | 0.90 | 1.03 | 0.91 | 0.96 | 1.53 | 1.74 | 1.63 | 2.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBAB (United Bancorporation of Alabama Inc) |
-51.35%
Dec 2008 – Dec 2011 |
-28.21%
Jun 2007 – Jun 2012 |
-0.29%
Jul 2007 – Jul 2017 |
4.00%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBAB (United Bancorporation of Alabama Inc) |
66.09%
Dec 2011 – Dec 2014 |
54.36%
Dec 2011 – Dec 2016 |
34.20%
Dec 2011 – Dec 2021 |
19.30%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart