Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFCP (Union Financial Corporation) | NA | 0.40% | -19.15% | -5.47% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFCP (Union Financial Corporation) | 03/20/2020 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.40 | -19.15 | -5.47 | NA | NA | NA | … | … | 0.40 | 25.00 | 0.00 | -57.08 | 12.55 | -23.55 |
| Sharpe Ratio | NA | -6.60 | -0.44 | -0.18 | NA | NA | NA | … | … | -5.26 | 0.83 | 0.00 | -0.68 | 0.62 | -0.26 |
| Standard Deviation(%) | NA | 0.40 | 51.70 | 42.06 | NA | NA | NA | … | … | 0.47 | 22.40 | NA | 86.70 | 20.17 | 111.13 |
| Draw Down(%) | NA | 0.00 | 57.89 | 59.35 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 57.89 | 15.84 | 65.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.37 | 0.42 | 0.28 | 0.21 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 2.82 | 2.11 |
Data as of 09/26/2025, Common starting date is 03/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCP (Union Financial Corporation) |
-40.52%
Jun 2020 – Jun 2023 |
-23.38%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCP (Union Financial Corporation) |
-15.48%
Aug 2021 – Aug 2024 |
-14.26%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart