Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UG (United-Guardian, Inc.) | 17.75% | -9.12% | -1.68% | -11.12% | -3.28% | 0.06% | 3.98% | … | … |
Data as of 06/04/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UG (United-Guardian, Inc.) | 03/17/1980 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.28 | -9.12 | -1.68 | -11.12 | -3.28 | 0.06 | 3.98 | … | … | 17.75 | -31.67 | 40.56 | -30.22 | -33.44 | 22.22 | -23.30 | 13.20 | 4.98 | 28.47 | -15.50 | 1.40 | -27.46 | 48.63 | 38.23 | 14.82 | 27.96 | 32.24 | -6.59 | 20.91 | 6.54 | 12.50 | 13.36 | 89.40 | -17.16 | 28.48 | 20.71 | -20.67 | 6.28 | 145.12 | 9.99 | -10.34 | -56.72 | -33.00 | -10.71 | 40.00 | -28.57 | 36.59 | -22.64 | 29.27 | -41.43 | -24.26 | 77.92 | 2.10 | 78.81 | -42.86 | -23.91 |
| Sharpe Ratio | NA | -0.39 | -0.14 | -0.31 | -0.13 | NA | NA | … | … | 1.18 | -0.95 | 0.75 | -0.69 | -0.61 | 0.70 | -0.46 | 0.42 | 0.12 | 0.80 | -0.40 | 0.04 | -0.81 | 1.50 | 0.95 | 0.55 | 0.91 | 0.44 | -0.15 | 0.31 | 0.15 | 0.38 | 0.35 | 1.71 | -0.50 | 0.61 | 0.29 | -0.40 | 0.05 | 2.02 | 0.10 | -0.18 | -0.75 | -0.71 | -0.29 | 0.77 | -0.61 | 0.56 | -0.60 | 0.25 | -0.83 | -0.43 | 2.26 | -0.08 | 1.00 | -1.01 | -0.54 |
| Standard Deviation(%) | NA | 35.99 | 44.02 | 46.03 | 41.36 | NA | NA | … | … | 36.49 | 36.63 | 49.01 | 49.52 | 56.98 | 31.63 | 51.32 | 27.64 | 30.32 | 34.94 | 38.88 | 34.86 | 33.82 | 32.50 | 40.59 | 26.94 | 30.70 | 72.75 | 50.38 | 57.82 | 21.64 | 27.08 | 34.91 | 51.94 | 36.49 | 43.64 | 56.14 | 60.60 | 52.09 | 69.49 | 65.78 | 80.39 | 79.51 | 49.03 | 45.22 | 46.79 | 55.22 | 54.24 | 45.41 | 100.97 | 55.29 | 69.55 | 31.15 | 53.82 | 70.82 | 52.92 | 69.50 |
| Draw Down(%) | NA | 39.73 | 62.47 | 76.06 | 76.06 | NA | NA | … | … | 16.21 | 48.36 | 39.92 | 52.41 | 58.64 | 20.76 | 42.36 | 11.59 | 20.25 | 25.97 | 38.84 | 21.09 | 43.99 | 16.97 | 28.99 | 15.08 | 14.94 | 45.49 | 39.10 | 40.07 | 28.83 | 19.77 | 32.82 | 16.06 | 55.78 | 36.24 | 33.20 | 39.73 | 47.17 | 36.15 | 50.98 | 38.46 | 72.73 | 46.43 | 40.54 | 30.51 | 53.62 | 31.71 | 42.19 | 67.03 | 60.00 | 57.69 | 25.39 | 37.08 | 50.00 | 61.54 | 41.30 |
| Yield(%) | 0.00 | 6.10 | 5.96 | 3.56 | 4.86 | 5.80 | 8.94 | … | … | 4.08 | 6.15 | 7.83 | 0.94 | 4.12 | 7.77 | 3.84 | 5.84 | 5.79 | 9.19 | 3.60 | 5.14 | 2.82 | 4.85 | 9.07 | 5.59 | 5.48 | 6.64 | 5.24 | 6.43 | 5.25 | 5.60 | 5.48 | 3.64 | 1.92 | 2.22 | 2.67 | 1.65 | 0.48 | 2.86 | 2.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.62 | 0.55 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UG (United-Guardian, Inc.) |
-40.72%
Mar 1992 – Mar 1995 |
-27.41%
Oct 1991 – Oct 1996 |
-18.21%
Jul 1985 – Jul 1995 |
-9.75%
May 1980 – May 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UG (United-Guardian, Inc.) |
64.74%
Feb 1982 – Feb 1985 |
42.00%
Apr 2009 – Apr 2014 |
24.68%
Jan 2003 – Jan 2013 |
22.18%
Mar 1999 – Mar 2014 |
Annualized Rolling Returns Comparison Chart