Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UDIRF (United Internet AG) | NA | 18.72% | 10.98% | -7.34% | -2.59% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UDIRF (United Internet AG) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.72 | 10.98 | -7.34 | -2.59 | NA | NA | … | … | 88.65 | -29.21 | 18.79 | -49.04 | -6.04 | 34.65 | -26.66 | -33.94 | 58.88 | -21.76 | 24.90 | 19.40 | 115.45 | 0.00 |
| Sharpe Ratio | NA | 0.18 | 0.12 | -0.17 | -0.08 | NA | NA | … | … | 4.22 | -0.39 | 0.22 | -1.12 | -0.26 | 0.58 | -0.82 | -0.94 | 1.73 | -0.86 | 1.44 | 0.80 | 2.08 | 0.00 |
| Standard Deviation(%) | NA | 87.56 | 65.56 | 55.49 | 48.03 | NA | NA | … | … | 31.85 | 83.65 | 68.04 | 45.03 | 23.42 | 58.83 | 34.36 | 37.89 | 33.92 | 25.68 | 17.29 | 24.25 | 55.46 | NA |
| Draw Down(%) | NA | 38.42 | 38.97 | 67.11 | 77.88 | NA | NA | … | … | 0.00 | 38.42 | 38.97 | 50.95 | 18.88 | 27.42 | 29.23 | 45.01 | 6.98 | 27.94 | 3.98 | 16.93 | 0.65 | 0.00 |
| Yield(%) | 0.00 | 8.55 | 4.60 | 1.77 | 1.59 | 3.14 | 2.36 | … | … | 13.59 | 1.96 | 2.53 | 1.27 | 1.18 | 1.72 | 0.14 | 1.27 | 1.86 | 1.31 | 1.33 | 1.05 | 2.16 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDIRF (United Internet AG) |
-27.81%
Aug 2020 – Aug 2023 |
-24.21%
Jun 2018 – Jun 2023 |
-8.58%
Dec 2014 – Dec 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UDIRF (United Internet AG) |
47.56%
Dec 2012 – Dec 2015 |
33.94%
Jan 2013 – Jan 2018 |
7.51%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart