Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UBQLIX NA 21.65% NA NA NA NA NA
Data as of 12/09/2021, Common starting date is 12/10/2019
More Performance Analytics Comparison
Name Start Date End Date
UBQLIX 12/10/2019 12/09/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019
Annualized Return (%) 3.66 21.65 NA NA NA NA NA 18.06 40.78 3.89
Sharpe Ratio NA 1.31 NA NA NA NA NA 1.14 1.11 11.06
Standard Deviation(%) NA 16.49 NA NA NA NA NA 16.77 36.70 8.84
Draw Down(%) NA 8.91 NA NA NA NA NA 8.91 28.99 0.83
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/09/2021, Common starting date is 12/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UBQLIX (UBQLIX) 0.00%
NA
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
UBQLIX (UBQLIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return