Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCBJF (UCB SA) | 7.31% | 75.62% | 54.63% | 28.89% | 17.52% | 15.03% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCBJF (UCB SA) | 08/27/2008 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.88 | 75.62 | 54.63 | 28.89 | 17.52 | 15.03 | NA | … | … | 7.31 | 50.58 | 128.80 | 10.00 | -24.66 | 3.18 | 34.77 | -1.68 | 10.14 | 27.74 | -27.40 | 12.62 | 11.94 | 23.22 | 43.84 | 22.30 | -20.38 | 43.02 | -15.62 |
| Sharpe Ratio | NA | 1.14 | 1.12 | 0.61 | 0.39 | NA | NA | … | … | -0.07 | 1.00 | 4.02 | 0.19 | -0.73 | 0.15 | 0.69 | -0.16 | 0.38 | 0.96 | -1.02 | 0.58 | 0.65 | 0.99 | 2.44 | 0.72 | -0.62 | 1.18 | -0.55 |
| Standard Deviation(%) | NA | 55.31 | 42.17 | 38.73 | 35.34 | NA | NA | … | … | 61.59 | 48.04 | 31.16 | 33.00 | 36.04 | 21.71 | 49.84 | 19.28 | 22.91 | 28.44 | 27.19 | 21.67 | 18.26 | 23.45 | 18.14 | 30.95 | 32.88 | 36.46 | 70.94 |
| Draw Down(%) | NA | 21.87 | 25.40 | 43.78 | 46.41 | NA | NA | … | … | 21.87 | 25.40 | 10.66 | 28.00 | 43.78 | 12.07 | 30.67 | 21.02 | 14.28 | 23.23 | 31.16 | 12.23 | 20.12 | 12.01 | 6.13 | 18.53 | 38.69 | 27.94 | 46.20 |
| Yield(%) | 0.00 | 0.65 | 1.61 | 1.51 | 1.95 | 2.78 | 3.02 | … | … | 0.41 | 0.79 | 1.68 | 1.75 | 1.30 | 1.44 | 1.70 | 1.63 | 1.87 | 2.06 | 1.48 | 1.53 | 2.05 | 1.76 | 3.20 | 2.84 | 2.16 | 2.86 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBJF (UCB SA) |
-11.80%
Nov 2020 – Nov 2023 |
-3.70%
Aug 2014 – Aug 2019 |
2.48%
Nov 2013 – Nov 2023 |
8.29%
Nov 2008 – Nov 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCBJF (UCB SA) |
61.77%
Sep 2022 – Sep 2025 |
27.97%
Mar 2021 – Mar 2026 |
17.23%
Jul 2010 – Jul 2020 |
18.08%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison Chart