Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBP (Urstadt Biddle) | NA | 40.57% | 43.97% | 11.15% | NA | NA | NA | … | … |
Data as of 08/17/2023, Common starting date is 07/16/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBP (Urstadt Biddle) | 07/16/2018 | 08/17/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.97 | 40.57 | 43.97 | 11.15 | NA | NA | NA | … | … | 27.26 | 4.70 | 69.08 | -37.46 | 29.02 | -15.15 |
| Sharpe Ratio | NA | 1.00 | 1.11 | 0.22 | NA | NA | NA | … | … | 1.08 | 0.10 | 1.83 | -0.50 | 1.33 | -1.15 |
| Standard Deviation(%) | NA | 36.90 | 38.33 | 44.51 | NA | NA | NA | … | … | 39.84 | 33.10 | 37.75 | 75.24 | 20.92 | 27.32 |
| Draw Down(%) | NA | 20.85 | 21.14 | 56.76 | NA | NA | NA | … | … | 17.70 | 20.71 | 12.10 | 57.02 | 10.79 | 18.55 |
| Yield(%) | 0.00 | 5.08 | 8.24 | 4.48 | 2.28 | 1.52 | 1.14 | … | … | 3.55 | 4.31 | 5.65 | 3.47 | 6.39 | 1.35 |
Data as of 08/17/2023, Common starting date is 07/16/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBP (Urstadt Biddle) |
0.59%
Aug 2018 – Aug 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBP (Urstadt Biddle) |
50.45%
Jul 2020 – Jul 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart