Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBCP (United Bancorp, Inc.) | 14.67% | 26.20% | 20.11% | 7.23% | 10.27% | 7.87% | 5.50% | … | … |
Data as of 06/04/2026, Common starting date is 01/03/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBCP (United Bancorp, Inc.) | 01/03/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 26.20 | 20.11 | 7.23 | 10.27 | 7.87 | 5.50 | … | … | 14.67 | 17.97 | 8.38 | -6.94 | -7.37 | 32.07 | -3.71 | 31.07 | -9.40 | -1.42 | 47.74 | 23.62 | 0.51 | 28.29 | -25.99 | -2.92 | 2.15 | -14.75 | -4.56 | 5.21 | -0.84 | -10.25 | -17.73 | 29.86 | 5.29 | 16.82 | -2.81 |
| Sharpe Ratio | NA | 0.47 | 0.40 | 0.12 | 0.24 | NA | NA | … | … | 0.60 | 0.45 | 0.12 | -0.29 | -0.22 | 1.19 | -0.07 | 1.23 | -0.36 | -0.09 | 1.75 | 0.49 | 0.02 | 0.99 | -0.69 | -0.09 | 0.05 | -0.25 | -0.07 | 0.08 | -0.12 | -0.34 | -0.53 | 1.08 | 0.09 | 0.21 | -0.07 |
| Standard Deviation(%) | NA | 34.34 | 37.31 | 36.57 | 35.28 | NA | NA | … | … | 39.56 | 33.56 | 40.69 | 36.77 | 39.56 | 26.99 | 53.26 | 24.06 | 29.99 | 24.39 | 27.09 | 48.27 | 32.00 | 28.57 | 38.28 | 32.92 | 41.74 | 59.49 | 76.14 | 26.80 | 36.70 | 36.27 | 35.38 | 26.88 | 47.70 | 69.10 | 105.29 |
| Draw Down(%) | NA | 16.23 | 24.15 | 47.99 | 47.99 | NA | NA | … | … | 16.23 | 15.21 | 24.15 | 34.00 | 29.01 | 16.85 | 37.65 | 11.71 | 23.25 | 15.91 | 8.23 | 25.21 | 19.38 | 12.62 | 42.50 | 15.48 | 22.20 | 30.01 | 30.90 | 11.16 | 17.56 | 28.28 | 28.35 | 7.50 | 21.48 | 24.62 | 37.93 |
| Yield(%) | 0.00 | 6.86 | 7.78 | 5.47 | 6.61 | 5.23 | 3.34 | … | … | 2.57 | 6.95 | 6.42 | 5.52 | 4.60 | 5.27 | 3.88 | 4.76 | 4.37 | 0.00 | 4.98 | 3.49 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/03/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBCP (United Bancorp, Inc.) |
-11.52%
Nov 2006 – Nov 2009 |
-10.72%
Nov 2004 – Nov 2009 |
-5.14%
Nov 2003 – Nov 2013 |
-0.86%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBCP (United Bancorp, Inc.) |
24.48%
Mar 2019 – Mar 2022 |
18.35%
Dec 2012 – Dec 2017 |
12.72%
Oct 2012 – Oct 2022 |
8.09%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart