Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGEIF (UGE International Ltd) | NA | -4.61% | 76.74% | 4.88% | NA | NA | NA | … | … |
Data as of 02/08/2023, Common starting date is 08/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGEIF (UGE International Ltd) | 08/29/2014 | 02/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.13 | -4.61 | 76.74 | 4.88 | NA | NA | NA | … | … | 12.62 | -15.15 | -16.89 | 1,626.92 | -69.95 | -74.56 | 1.19 | -54.18 | -47.26 | -51.00 |
| Sharpe Ratio | NA | -0.09 | 0.80 | 0.03 | NA | NA | NA | … | … | 4.92 | -0.25 | -0.18 | 13.96 | -0.43 | -0.75 | 0.01 | -0.28 | -0.42 | -0.98 |
| Standard Deviation(%) | NA | 69.11 | 100.00 | 117.82 | NA | NA | NA | … | … | 43.31 | 71.47 | 140.75 | 115.10 | 165.82 | 101.12 | 75.05 | 192.06 | 113.93 | 89.59 |
| Draw Down(%) | NA | 55.31 | 77.37 | 94.91 | NA | NA | NA | … | … | 5.79 | 60.23 | 65.66 | 34.51 | 89.54 | 77.11 | 55.60 | 81.31 | 61.87 | 51.00 |
| 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 |
Data as of 02/08/2023, Common starting date is 08/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGEIF (UGE International Ltd) |
-57.39%
Dec 2016 – Dec 2019 |
-54.88%
Dec 2014 – Dec 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGEIF (UGE International Ltd) |
124.53%
Dec 2019 – Dec 2022 |
9.08%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart