Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UFSGX (FIRST START GROWTH FUND FIRST START GROWTH FUND) | NA | 5.74% | 6.25% | 6.57% | 7.28% | 6.35% | 2.72% | … | … |
Data as of 08/20/2018, Common starting date is 12/05/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFSGX (FIRST START GROWTH FUND FIRST START GROWTH FUND) | 12/05/1997 | 08/20/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.74 | 6.25 | 6.57 | 7.28 | 6.35 | 2.72 | … | … | -0.48 | 15.84 | 5.43 | -2.31 | 6.90 | 17.59 | 14.90 | -2.25 | 15.78 | 36.64 | -30.91 | 4.08 | -0.97 | 10.74 | 11.38 | 28.70 | -29.65 | -32.60 | -16.41 | 21.84 | 40.47 | -1.96 |
| Sharpe Ratio | NA | 0.60 | 0.62 | 0.70 | 0.56 | NA | NA | … | … | -0.21 | 3.27 | 0.51 | -0.21 | 0.84 | 2.15 | 1.63 | -0.14 | 1.43 | 2.21 | -1.42 | 0.09 | -0.47 | 0.71 | 0.83 | 1.74 | -1.33 | -1.01 | -0.73 | 1.05 | 1.66 | -1.45 |
| Standard Deviation(%) | NA | 7.93 | 9.16 | 8.85 | 12.72 | NA | NA | … | … | 9.48 | 4.66 | 10.16 | 11.02 | 8.18 | 8.18 | 9.18 | 16.63 | 10.96 | 16.55 | 22.37 | 10.65 | 9.43 | 11.91 | 12.55 | 16.11 | 23.13 | 35.16 | 28.19 | 17.66 | 22.27 | 20.17 |
| Draw Down(%) | NA | 7.54 | 10.79 | 13.61 | 37.45 | NA | NA | … | … | 7.54 | 1.24 | 7.84 | 10.52 | 6.04 | 6.31 | 8.22 | 17.07 | 8.89 | 18.40 | 37.80 | 7.33 | 14.29 | 6.26 | 12.08 | 10.57 | 34.16 | 48.84 | 28.70 | 12.59 | 24.32 | 6.77 |
| Yield(%) | 0.00 | 6.03 | 4.67 | 5.02 | 4.55 | 3.92 | 2.03 | … | … | 1.69 | 4.66 | 3.08 | 4.78 | 7.39 | 2.99 | 2.26 | 2.23 | 2.67 | 4.41 | 2.33 | 1.68 | 1.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.43 | 0.83 | 0.00 |
Data as of 08/20/2018, Common starting date is 12/05/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFSGX (FIRST START GROWTH FUND FIRST START GROWTH FUND) |
-27.75%
Mar 2000 – Mar 2003 |
-12.36%
Mar 2000 – Mar 2005 |
-7.44%
Mar 1999 – Mar 2009 |
-0.83%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFSGX (FIRST START GROWTH FUND FIRST START GROWTH FUND) |
24.03%
Feb 2009 – Feb 2012 |
19.20%
Feb 2009 – Feb 2014 |
7.93%
Feb 2003 – Feb 2013 |
7.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart