Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEPEN (Union Electric Company) | NA | 6.35% | -4.87% | -2.79% | 0.75% | 3.86% | 3.70% | … | … |
Data as of 07/17/2025, Common starting date is 03/19/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEPEN (Union Electric Company) | 03/19/1980 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.21 | 6.35 | -4.87 | -2.79 | 0.75 | 3.86 | 3.70 | … | … | 3.34 | 6.15 | -4.84 | -22.13 | -3.39 | 9.24 | 5.36 | -0.77 | 9.45 | 8.36 | 7.97 | 6.61 | 7.64 | 14.69 | 18.91 | 27.11 | 11.18 | -15.65 | -7.17 | 6.92 | 9.65 | 9.29 | 12.46 | 17.90 | 27.16 | 2.54 | -13.87 | 13.87 | 26.28 | 0.92 | 22.29 | -9.48 | 16.89 | 10.03 | 32.03 | 12.51 | 20.95 | 15.52 | -5.27 | 14.39 | 29.05 | 3.96 | -9.82 | 25.84 | -11.00 | -1.96 |
| Sharpe Ratio | NA | 0.07 | -0.34 | -0.24 | -0.05 | NA | NA | … | … | 0.15 | 0.13 | -0.28 | -1.14 | -0.25 | 0.83 | 0.72 | -0.40 | 0.73 | 0.91 | 0.64 | 0.35 | 0.41 | 0.59 | 0.42 | 0.50 | 0.27 | -0.32 | -0.49 | 0.31 | 0.26 | 0.49 | 0.48 | 0.94 | 1.39 | -0.08 | -1.04 | 0.91 | 1.22 | -0.18 | 0.94 | -0.74 | 0.76 | 0.51 | 1.34 | 0.43 | 0.81 | 0.54 | -0.42 | 0.30 | 0.81 | -0.10 | -0.49 | 0.58 | -0.54 | -0.34 |
| Standard Deviation(%) | NA | 23.78 | 25.45 | 21.84 | 16.23 | NA | NA | … | … | 22.06 | 19.59 | 30.99 | 20.75 | 13.91 | 10.74 | 5.40 | 5.37 | 12.17 | 8.99 | 12.35 | 18.91 | 18.73 | 24.91 | 44.56 | 53.67 | 40.94 | 51.49 | 20.94 | 11.45 | 28.81 | 17.10 | 24.30 | 17.75 | 18.06 | 20.27 | 16.62 | 11.46 | 18.38 | 15.23 | 19.59 | 17.03 | 19.30 | 14.80 | 20.89 | 16.10 | 18.63 | 19.51 | 22.30 | 33.13 | 28.94 | 30.25 | 32.53 | 30.86 | 39.50 | 30.99 |
| Draw Down(%) | NA | 7.94 | 25.12 | 30.16 | 30.16 | NA | NA | … | … | 6.35 | 8.21 | 19.32 | 28.23 | 7.67 | 4.21 | 3.15 | 3.20 | 4.39 | 3.51 | 4.86 | 8.25 | 8.28 | 6.65 | 17.14 | 15.57 | 14.63 | 24.34 | 16.38 | 6.03 | 10.76 | 20.40 | 23.51 | 5.04 | 9.71 | 10.03 | 19.86 | 5.84 | 7.55 | 14.07 | 5.56 | 17.47 | 7.62 | 7.01 | 8.99 | 5.70 | 8.75 | 7.88 | 16.27 | 11.69 | 10.77 | 20.37 | 19.35 | 13.50 | 21.15 | 25.78 |
| Yield(%) | 0.00 | 4.30 | 3.85 | 3.56 | 3.84 | 5.07 | 4.63 | … | … | 4.30 | 4.38 | 5.30 | 3.94 | 3.67 | 3.87 | 3.91 | 3.73 | 3.93 | 4.08 | 4.24 | 4.33 | 4.47 | 4.89 | 5.50 | 6.61 | 6.90 | 4.19 | 4.96 | 5.03 | 5.41 | 5.37 | 5.78 | 6.40 | 7.57 | 7.33 | 5.82 | 6.23 | 7.49 | 6.90 | 7.82 | 6.58 | 7.18 | 7.33 | 8.91 | 9.14 | 10.06 | 10.51 | 9.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/17/2025, Common starting date is 03/19/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEN (Union Electric Company) |
-10.54%
Dec 2020 – Dec 2023 |
-4.75%
Jun 2019 – Jun 2024 |
0.64%
Feb 2015 – Feb 2025 |
3.95%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEPEN (Union Electric Company) |
28.93%
Jul 2000 – Jul 2003 |
18.63%
May 1988 – May 1993 |
15.23%
Jul 1984 – Jul 1994 |
14.06%
Apr 1984 – Apr 1999 |
Annualized Rolling Returns Comparison Chart