Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPCP (Union Electric Company) | NA | 4.99% | -2.35% | -2.32% | 1.76% | 4.10% | NA | … | … |
Data as of 07/17/2025, Common starting date is 09/08/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPCP (Union Electric Company) | 09/08/2006 | 07/17/2025 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.56 | 4.99 | -2.35 | -2.32 | 1.76 | 4.10 | NA | … | … | -0.51 | 5.22 | -0.06 | -23.07 | 6.33 | 4.42 | -5.09 | 14.93 | 7.85 | 10.03 | 0.27 | 14.51 | 1.91 | 14.55 | 22.98 | 8.94 | 21.66 | -18.18 | 19.35 | 4.05 |
| Sharpe Ratio | NA | -0.12 | -0.45 | -0.37 | 0.00 | NA | NA | … | … | -0.44 | -0.14 | -0.27 | -1.26 | 0.56 | 0.65 | -0.69 | 0.73 | 0.66 | 1.82 | 0.03 | 1.10 | 0.14 | 1.45 | 0.97 | 0.32 | 0.75 | -0.95 | 0.49 | 0.28 |
| Standard Deviation(%) | NA | 11.08 | 14.85 | 13.66 | 12.49 | NA | NA | … | … | 9.17 | 9.88 | 16.21 | 19.53 | 11.22 | 6.39 | 9.44 | 18.70 | 10.97 | 5.40 | 7.03 | 13.15 | 13.03 | 10.06 | 23.54 | 27.81 | 28.59 | 20.03 | 33.79 | 36.54 |
| Draw Down(%) | NA | 9.10 | 18.24 | 28.51 | 28.51 | NA | NA | … | … | 6.74 | 5.20 | 12.92 | 23.88 | 5.29 | 4.73 | 13.18 | 5.96 | 3.96 | 2.10 | 3.40 | 8.42 | 7.85 | 5.62 | 10.83 | 10.63 | 12.50 | 19.29 | 11.66 | 12.50 |
| Yield(%) | 0.00 | 3.08 | 4.06 | 3.84 | 4.35 | 5.31 | 5.80 | … | … | 4.51 | 3.07 | 5.78 | 4.24 | 5.35 | 4.28 | 3.89 | 4.28 | 4.41 | 4.60 | 4.45 | 4.86 | 4.73 | 5.16 | 6.01 | 6.16 | 7.02 | 5.42 | 6.11 | 1.57 |
Data as of 07/17/2025, Common starting date is 09/08/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCP (Union Electric Company) |
-8.85%
Jan 2021 – Jan 2024 |
-4.12%
Dec 2018 – Dec 2023 |
1.05%
May 2015 – May 2025 |
4.55%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPCP (Union Electric Company) |
19.82%
Oct 2009 – Oct 2012 |
14.90%
Oct 2009 – Oct 2014 |
11.54%
Dec 2008 – Dec 2018 |
7.75%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart