Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEHPY (Ultra Electronics Holdings PLC ADR) | NA | -17.01% | 13.21% | 6.26% | 5.63% | NA | NA | … | … |
Data as of 08/29/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEHPY (Ultra Electronics Holdings PLC ADR) | 06/19/2012 | 08/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.01 | 13.21 | 6.26 | 5.63 | NA | NA | … | … | -12.81 | 60.24 | -1.45 | 53.15 | 8.68 | -30.18 | -17.52 | 7.68 | -13.47 | 28.85 | -5.40 |
| Sharpe Ratio | NA | -1.46 | 0.49 | 0.18 | 0.20 | NA | NA | … | … | -1.89 | 1.96 | -0.07 | 2.08 | 0.25 | -0.72 | -0.74 | 0.38 | -0.96 | 1.73 | -0.38 |
| Standard Deviation(%) | NA | 11.99 | 26.15 | 31.00 | 26.59 | NA | NA | … | … | 10.40 | 41.45 | 22.76 | 24.93 | 29.40 | 43.13 | 23.85 | 20.38 | 14.01 | 16.65 | 26.64 |
| Draw Down(%) | NA | 17.44 | 17.44 | 41.38 | 49.69 | NA | NA | … | … | 12.81 | 8.04 | 10.84 | 3.26 | 21.53 | 41.42 | 26.48 | 13.59 | 19.62 | 3.69 | 15.19 |
| Yield(%) | 0.00 | 0.00 | 2.75 | 2.51 | 2.98 | 1.74 | 1.30 | … | … | 0.00 | 2.87 | 4.18 | 3.58 | 4.01 | 2.63 | 2.17 | 2.49 | 2.15 | 2.44 | 0.77 |
Data as of 08/29/2022, 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 |
|---|---|---|---|---|
| UEHPY (Ultra Electronics Holdings PLC ADR) |
-14.72%
Dec 2014 – Dec 2017 |
-10.84%
Jan 2014 – Jan 2019 |
4.78%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEHPY (Ultra Electronics Holdings PLC ADR) |
33.25%
Dec 2018 – Dec 2021 |
16.18%
Aug 2016 – Aug 2021 |
4.78%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart