Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UGIC (UGI Corp Unit) | NA | -2.33% | NA | NA | NA | NA | NA | … | … |
Data as of 05/31/2024, Common starting date is 06/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UGIC (UGI Corp Unit) | 06/01/2021 | 05/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.40 | -2.33 | NA | NA | NA | NA | NA | … | … | 4.39 | -23.66 | -10.98 | 1.76 |
| Sharpe Ratio | NA | -0.18 | -0.49 | NA | NA | NA | NA | … | … | 0.22 | -0.92 | -0.56 | 0.19 |
| Standard Deviation(%) | NA | 33.38 | 25.77 | NA | NA | NA | NA | … | … | 33.00 | 30.46 | 22.00 | 15.28 |
| Draw Down(%) | NA | 26.56 | 45.11 | NA | NA | NA | NA | … | … | 10.94 | 42.68 | 21.60 | 10.38 |
| Yield(%) | 0.00 | 8.09 | 5.75 | 3.45 | 1.73 | 1.15 | 0.86 | … | … | 6.03 | 8.37 | 6.97 | 1.73 |
Data as of 05/31/2024, Common starting date is 06/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGIC (UGI Corp Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UGIC (UGI Corp Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart