Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBA (United Community Bancorp) | NA | 49.13% | 26.74% | 24.76% | 8.66% | NA | NA | … | … |
Data as of 09/14/2018, Common starting date is 04/03/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBA (United Community Bancorp) | 04/03/2006 | 09/14/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.50 | 49.13 | 26.74 | 24.76 | 8.66 | NA | NA | … | … | 35.52 | 23.05 | 11.41 | 28.89 | 8.29 | 16.68 | 9.40 | -23.72 | 17.89 | 23.00 | -59.35 | 2.67 | 10.93 |
| Sharpe Ratio | NA | 1.61 | 1.11 | 1.04 | 0.14 | NA | NA | … | … | 1.79 | 1.09 | 0.54 | 1.48 | 0.39 | 0.73 | 0.18 | -0.53 | 0.41 | 0.21 | -0.62 | -0.02 | 0.83 |
| Standard Deviation(%) | NA | 28.28 | 21.68 | 21.38 | 52.61 | NA | NA | … | … | 29.34 | 20.57 | 20.68 | 19.47 | 21.02 | 22.91 | 51.65 | 44.79 | 43.37 | 109.11 | 97.32 | 23.42 | 13.81 |
| Draw Down(%) | NA | 15.05 | 15.05 | 15.05 | 61.36 | NA | NA | … | … | 7.71 | 13.76 | 13.00 | 6.65 | 8.38 | 8.64 | 20.81 | 34.81 | 23.54 | 42.98 | 62.28 | 13.13 | 5.06 |
| Yield(%) | 0.00 | 2.11 | 2.20 | 2.83 | 1.26 | 0.70 | 0.52 | … | … | 1.43 | 2.11 | 1.63 | 2.05 | 2.11 | 2.50 | 1.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/14/2018, Common starting date is 04/03/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBA (United Community Bancorp) |
-20.52%
Jan 2007 – Jan 2010 |
-14.94%
Jun 2007 – Jun 2012 |
-0.35%
Jun 2006 – Jun 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBA (United Community Bancorp) |
28.37%
May 2015 – May 2018 |
24.81%
May 2013 – May 2018 |
11.35%
Jul 2008 – Jul 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart