Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPEM (Union Electric Company) | 2.21% | 7.12% | 1.38% | -2.90% | 1.06% | 3.96% | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/06/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPEM (Union Electric Company) | 04/06/2010 | 06/03/2026 |
| 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 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.52 | 7.12 | 1.38 | -2.90 | 1.06 | 3.96 | NA | … | … | 2.21 | 7.99 | 4.60 | -10.22 | -19.81 | 1.55 | 9.17 | 10.10 | -2.05 | 7.98 | 9.39 | 9.54 | 6.68 | 1.04 | 11.22 | 23.65 | 3.35 |
| Sharpe Ratio | NA | 0.21 | -0.04 | -0.18 | -0.02 | NA | NA | … | … | 0.77 | 0.11 | 0.05 | -0.58 | -0.72 | 0.12 | 0.50 | 0.67 | -0.27 | 0.59 | 0.85 | 0.79 | 0.37 | 0.06 | 0.55 | 0.89 | 0.16 |
| Standard Deviation(%) | NA | 45.99 | 31.72 | 29.70 | 22.85 | NA | NA | … | … | 11.67 | 47.43 | 19.15 | 24.01 | 29.24 | 12.63 | 17.81 | 12.88 | 12.89 | 12.54 | 10.77 | 12.03 | 17.78 | 16.13 | 20.33 | 26.66 | 27.22 |
| Draw Down(%) | NA | 25.96 | 25.96 | 34.08 | 34.08 | NA | NA | … | … | 2.13 | 25.96 | 9.00 | 19.69 | 27.39 | 4.02 | 12.76 | 5.23 | 5.73 | 7.07 | 5.70 | 3.46 | 8.93 | 11.02 | 8.97 | 9.46 | 8.78 |
| Yield(%) | 0.00 | 6.21 | 4.59 | 3.74 | 4.11 | 5.33 | 4.45 | … | … | 2.99 | 6.08 | 3.15 | 5.30 | 4.08 | 3.98 | 4.17 | 4.39 | 4.12 | 4.26 | 4.47 | 4.68 | 4.76 | 4.60 | 4.88 | 5.71 | 4.24 |
Data as of 06/03/2026, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEM (Union Electric Company) |
-10.95%
Nov 2020 – Nov 2023 |
-4.28%
Aug 2020 – Aug 2025 |
0.88%
Apr 2015 – Apr 2025 |
3.82%
May 2010 – May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEM (Union Electric Company) |
14.76%
Jun 2010 – Jun 2013 |
11.70%
Jun 2011 – Jun 2016 |
8.65%
Sep 2010 – Sep 2020 |
4.69%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison Chart