Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEGIX (UIF Capital Growth I ) | NA | 26.67% | 12.28% | 11.52% | 8.77% | NA | NA | … | … |
Data as of 04/28/2017, Common starting date is 05/21/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEGIX (UIF Capital Growth I ) | 05/21/2004 | 04/28/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.73 | 26.67 | 12.28 | 11.52 | 8.77 | NA | NA | … | … | 20.77 | -1.63 | 12.24 | -0.97 | 41.43 | 9.15 | -2.90 | 22.70 | 65.55 | -49.28 | 21.91 | 4.11 | 15.13 | 9.21 |
| Sharpe Ratio | NA | 2.07 | 0.72 | 0.67 | 0.34 | NA | NA | … | … | 8.86 | -0.11 | 0.71 | -0.05 | 2.88 | 0.60 | -0.12 | 1.08 | 2.12 | -1.11 | 0.97 | 0.05 | 1.04 | 1.23 |
| Standard Deviation(%) | NA | 12.73 | 16.96 | 16.66 | 24.13 | NA | NA | … | … | 8.97 | 17.58 | 17.28 | 19.36 | 14.36 | 15.42 | 24.40 | 20.95 | 30.93 | 45.15 | 19.39 | 14.68 | 12.34 | 11.65 |
| Draw Down(%) | NA | 9.38 | 22.34 | 22.34 | 60.20 | NA | NA | … | … | 1.77 | 19.41 | 14.04 | 14.38 | 5.81 | 17.13 | 19.56 | 15.26 | 19.64 | 57.54 | 12.13 | 14.78 | 9.89 | 12.00 |
| Yield(%) | 0.00 | 16.68 | 10.51 | 7.69 | 5.16 | 4.83 | 3.63 | … | … | 0.00 | 16.04 | 14.48 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/28/2017, Common starting date is 05/21/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEGIX (UIF Capital Growth I ) |
-15.22%
Feb 2006 – Feb 2009 |
-0.48%
Oct 2007 – Oct 2012 |
6.68%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEGIX (UIF Capital Growth I ) |
33.65%
Feb 2009 – Feb 2012 |
28.02%
Feb 2009 – Feb 2014 |
10.16%
Apr 2005 – Apr 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart