Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFPT (UFP Technologies, Inc.) | 1.11% | -6.49% | 11.61% | 31.18% | 26.45% | 19.19% | 20.06% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFPT (UFP Technologies, Inc.) | 12/17/1993 | 06/04/2026 |
| 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 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.53 | -6.49 | 11.61 | 31.18 | 26.45 | 19.19 | 20.06 | … | … | 1.11 | -2.98 | 43.57 | 45.93 | 67.79 | 50.77 | -6.07 | 65.15 | 8.06 | 9.23 | 6.84 | -3.13 | -2.50 | 40.74 | 21.33 | 21.16 | 87.54 | 22.87 | -28.03 | 30.78 | 137.13 | -37.47 | 94.36 | 91.18 | -4.67 | -36.59 | -38.64 | -12.00 | -25.37 | -18.29 | 28.12 | 33.33 | -45.45 | -4.35 |
| Sharpe Ratio | NA | -0.19 | 0.19 | 0.67 | 0.62 | NA | NA | … | … | -0.10 | -0.12 | 0.71 | 1.05 | 1.72 | 1.38 | -0.13 | 1.43 | -0.41 | -0.41 | -0.98 | -0.66 | -0.74 | 0.89 | 0.09 | 0.06 | 1.40 | 0.09 | -0.55 | 0.18 | 1.25 | -0.76 | 0.94 | 0.70 | -0.21 | -0.49 | -1.02 | 0.15 | 0.10 | -0.73 | 0.34 | -0.23 | -0.30 | -5.64 |
| Standard Deviation(%) | NA | 43.63 | 47.52 | 44.05 | 39.53 | NA | NA | … | … | 45.54 | 47.83 | 52.35 | 40.05 | 38.75 | 36.90 | 48.04 | 29.35 | 33.08 | 24.76 | 27.61 | 32.87 | 28.53 | 25.01 | 31.56 | 41.27 | 49.29 | 49.48 | 86.22 | 48.30 | 92.09 | 76.96 | 79.81 | 102.36 | 117.87 | 118.93 | 105.10 | 88.90 | 80.43 | 89.08 | 88.60 | 123.26 | 143.54 | 23.52 |
| Draw Down(%) | NA | 30.69 | 48.31 | 48.31 | 48.31 | NA | NA | … | … | 30.69 | 35.00 | 32.51 | 32.76 | 24.44 | 15.37 | 39.62 | 12.61 | 26.54 | 16.85 | 18.78 | 21.09 | 23.19 | 8.46 | 20.76 | 36.81 | 23.75 | 39.38 | 72.82 | 29.53 | 42.84 | 61.37 | 34.18 | 30.07 | 39.39 | 68.82 | 59.82 | 50.00 | 54.05 | 42.22 | 35.29 | 38.24 | 75.00 | 4.35 |
| 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 | 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 06/04/2026, Common starting date is 12/17/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFPT (UFP Technologies, Inc.) |
-39.58%
Feb 1999 – Feb 2002 |
-29.72%
Sep 1996 – Sep 2001 |
-10.64%
Jan 1994 – Jan 2004 |
-2.37%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFPT (UFP Technologies, Inc.) |
76.13%
Jun 2003 – Jun 2006 |
64.97%
May 2003 – May 2008 |
34.47%
Apr 2003 – Apr 2013 |
32.00%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison Chart