Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UHGWW (United Homes Group Inc.) | -17.78% | 18.72% | 57.34% | NA | NA | NA | NA | -0.34% |
Data as of 06/04/2025, AR inception is 03/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UHGWW (United Homes Group Inc.) | 03/24/2021 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 85.00 | 18.72 | 57.34 | NA | NA | NA | NA | -0.34 | -17.78 | -5.15 | 823.81 | -82.41 | -20.41 |
| Sharpe Ratio | NA | 0.09 | 0.20 | NA | NA | NA | NA | -0.01 | -0.24 | -0.07 | 4.04 | -0.20 | -0.26 |
| Standard Deviation(%) | NA | 164.62 | 268.87 | NA | NA | NA | NA | 239.29 | 165.90 | 160.98 | 207.11 | 424.26 | 99.60 |
| Draw Down(%) | NA | 78.13 | 86.21 | NA | NA | NA | NA | 96.64 | 69.57 | 55.07 | 48.23 | 93.30 | 52.93 |
| 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 |
Data as of 06/04/2025, AR inception is 03/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UHGWW (United Homes Group Inc.) |
-17.43%
Jun 2021 - Jun 2024 |
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 |
|---|---|---|---|---|
| UHGWW (United Homes Group Inc.) |
35.39%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart