Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UEXCF (UEX Corporation) | NA | 35.71% | 56.05% | 20.43% | -5.37% | -16.05% | NA | … | … |
Data as of 08/24/2022, Common starting date is 02/10/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UEXCF (UEX Corporation) | 02/10/2005 | 08/24/2022 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.15 | 35.71 | 56.05 | 20.43 | -5.37 | -16.05 | NA | … | … | 31.03 | 38.10 | 110.00 | -16.67 | -57.14 | 47.37 | 72.73 | -56.00 | -30.56 | -37.93 | -7.94 | -71.75 | 120.79 | 77.19 | -91.35 | 36.44 | 22.90 | 35.99 |
| Sharpe Ratio | NA | 0.40 | 0.50 | 0.21 | -0.07 | NA | NA | … | … | 0.57 | 0.45 | 0.88 | -0.20 | -0.72 | 0.48 | 0.76 | -0.64 | -0.43 | -0.59 | -0.11 | -0.91 | 1.72 | 0.81 | -0.76 | 0.46 | 0.35 | 0.33 |
| Standard Deviation(%) | NA | 87.81 | 102.28 | 95.36 | 88.45 | NA | NA | … | … | 90.82 | 84.61 | 124.25 | 88.34 | 80.72 | 97.07 | 94.47 | 87.16 | 70.57 | 64.10 | 70.69 | 79.03 | 70.00 | 95.24 | 121.70 | 72.28 | 56.92 | 119.33 |
| Draw Down(%) | NA | 59.57 | 59.57 | 83.33 | 93.90 | NA | NA | … | … | 45.71 | 46.81 | 54.55 | 46.67 | 66.67 | 61.29 | 42.86 | 70.37 | 58.93 | 64.63 | 56.88 | 81.64 | 46.67 | 43.96 | 95.13 | 50.63 | 44.16 | 60.21 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/24/2022, Common starting date is 02/10/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEXCF (UEX Corporation) |
-53.52%
Jun 2007 – Jun 2010 |
-46.68%
Jan 2011 – Jan 2016 |
-34.95%
Oct 2007 – Oct 2017 |
-20.81%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UEXCF (UEX Corporation) |
47.08%
Mar 2019 – Mar 2022 |
20.43%
Oct 2016 – Oct 2021 |
-5.15%
Sep 2011 – Sep 2021 |
-13.91%
Sep 2006 – Sep 2021 |
Annualized Rolling Returns Comparison Chart