Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPCN (Union Electric Company) | 1.27% | 3.66% | 1.12% | -4.08% | 2.75% | NA | NA | … | … |
Data as of 01/14/2026, Common starting date is 05/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPCN (Union Electric Company) | 05/14/2012 | 01/14/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.66 | 1.12 | -4.08 | 2.75 | NA | NA | … | … | 1.27 | 3.35 | 7.22 | -9.25 | -10.19 | 7.11 | 4.76 | 5.92 | 12.78 | 0.13 | 6.52 | 4.41 | 10.89 | 2.65 | -5.40 |
| Sharpe Ratio | NA | 0.08 | -0.17 | -0.39 | 0.08 | NA | NA | … | … | 5.97 | 0.05 | 0.22 | -0.91 | -0.57 | 0.27 | 1.60 | 0.78 | 1.95 | -0.03 | 1.70 | 1.15 | 0.92 | 0.29 | -0.60 |
| Standard Deviation(%) | NA | 9.73 | 13.57 | 16.53 | 14.22 | NA | NA | … | … | 6.66 | 9.93 | 16.26 | 14.24 | 16.78 | 34.97 | 2.82 | 5.72 | 5.88 | 15.33 | 3.70 | 3.82 | 11.88 | 9.17 | 14.32 |
| Draw Down(%) | NA | 8.25 | 16.23 | 34.62 | 34.62 | NA | NA | … | … | 0.00 | 8.25 | 8.05 | 16.23 | 15.09 | 18.24 | 1.14 | 3.90 | 1.60 | 8.00 | 1.09 | 2.04 | 5.10 | 6.77 | 7.91 |
| Yield(%) | 0.00 | 5.80 | 4.79 | 3.62 | 4.61 | 3.91 | 2.94 | … | … | 0.00 | 5.94 | 4.57 | 5.23 | 4.49 | 4.62 | 4.62 | 4.67 | 5.01 | 4.78 | 4.86 | 4.83 | 5.10 | 1.29 | 0.00 |
Data as of 01/14/2026, Common starting date is 05/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCN (Union Electric Company) |
-10.74%
Jul 2021 – Jul 2024 |
-1.31%
May 2020 – May 2025 |
2.22%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCN (Union Electric Company) |
15.08%
Apr 2018 – Apr 2021 |
10.23%
Apr 2016 – Apr 2021 |
5.15%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart