Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UIGEX (GLOBAL EQUITY INCOME FUND GLOBAL EQUITY INCOME FUND INSTITUTIONAL SHARES) | NA | -5.17% | 5.28% | 5.08% | NA | NA | NA | 6.04% |
Data as of 12/09/2022, AR inception is 08/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIGEX (GLOBAL EQUITY INCOME FUND GLOBAL EQUITY INCOME FUND INSTITUTIONAL SHARES) | 08/10/2015 | 12/09/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.17 | 5.28 | 5.08 | NA | NA | NA | 6.04 | -7.66 | 7.57 | 5.61 | 12.93 | -8.13 | 16.75 | 8.85 | -6.78 |
| Sharpe Ratio | NA | -0.34 | 0.21 | 0.23 | NA | NA | NA | 0.30 | -0.50 | 0.55 | 0.17 | 0.78 | -0.76 | 2.86 | 0.65 | -0.94 |
| Standard Deviation(%) | NA | 18.67 | 22.43 | 18.81 | NA | NA | NA | 16.88 | 18.95 | 13.76 | 32.20 | 14.76 | 12.43 | 5.65 | 13.23 | 17.22 |
| Draw Down(%) | NA | 19.59 | 34.91 | 34.91 | NA | NA | NA | 34.91 | 19.59 | 9.79 | 34.91 | 9.68 | 16.67 | 2.13 | 9.25 | 11.70 |
| Yield(%) | 0.00 | 8.89 | 5.80 | 5.19 | 3.40 | 2.27 | 1.70 | 4.86 | 1.68 | 8.45 | 1.82 | 8.43 | 6.12 | 2.96 | 2.43 | 0.22 |
Data as of 12/09/2022, AR inception is 08/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIGEX (GLOBAL EQUITY INCOME FUND GLOBAL EQUITY INCOME FUND INSTITUTIONAL SHARES) |
-1.47%
Mar 2017 - Mar 2020 |
2.92%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIGEX (GLOBAL EQUITY INCOME FUND GLOBAL EQUITY INCOME FUND INSTITUTIONAL SHARES) |
14.48%
Dec 2018 - Dec 2021 |
10.24%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart