Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UIMPX (GLOBAL STRATEGIST PORTFOLIO CLASS I) | NA | -0.48% | 3.27% | 0.46% | 6.09% | 4.31% | 2.23% | … | … |
Data as of 07/05/2019, Common starting date is 12/30/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UIMPX (GLOBAL STRATEGIST PORTFOLIO CLASS I) | 12/30/1997 | 07/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.28 | -0.48 | 3.27 | 0.46 | 6.09 | 4.31 | 2.23 | … | … | 5.58 | -10.66 | 13.07 | 5.57 | -6.39 | 2.15 | 15.95 | 13.84 | -3.68 | 5.68 | 32.54 | -44.62 | 13.17 | 25.13 | 9.65 | 14.04 | 27.25 | -17.76 | -19.69 | -7.93 | 15.63 | 8.97 | 3.21 |
| Sharpe Ratio | NA | -0.21 | 0.26 | -0.02 | 0.46 | NA | NA | … | … | 0.84 | -1.40 | 1.80 | 0.54 | -0.66 | 0.30 | 2.14 | 1.42 | -0.22 | 0.27 | 1.17 | -1.11 | 0.41 | 1.44 | 0.72 | 0.91 | 1.79 | -0.95 | -1.48 | -0.83 | 0.91 | 0.37 | NA |
| Standard Deviation(%) | NA | 9.99 | 8.62 | 9.22 | 12.42 | NA | NA | … | … | 11.42 | 8.66 | 6.93 | 9.99 | 9.79 | 7.07 | 7.43 | 9.79 | 16.85 | 21.00 | 27.67 | 41.01 | 24.35 | 15.11 | 10.22 | 14.37 | 14.85 | 19.94 | 15.21 | 14.68 | 13.46 | 14.79 | 0.00 |
| Draw Down(%) | NA | 9.78 | 16.82 | 16.82 | 19.42 | NA | NA | … | … | 6.39 | 16.82 | 2.66 | 6.50 | 12.13 | 5.93 | 4.94 | 8.34 | 16.83 | 19.42 | 27.71 | 55.68 | 20.61 | 16.78 | 7.70 | 11.28 | 15.91 | 26.54 | 28.61 | 16.04 | 7.90 | 24.51 | 0.00 |
| Yield(%) | 0.00 | 1.22 | 0.45 | 0.78 | 2.89 | 4.71 | 2.95 | … | … | 0.00 | 1.14 | 0.00 | 0.45 | 2.39 | 9.55 | 0.12 | 2.21 | 1.31 | 2.77 | 3.26 | 12.72 | 12.67 | 8.28 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.68 | 0.84 | 0.81 | 3.31 |
Data as of 07/05/2019, Common starting date is 12/30/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIMPX (GLOBAL STRATEGIST PORTFOLIO CLASS I) |
-19.56%
Mar 2000 – Mar 2003 |
-9.54%
Mar 1998 – Mar 2003 |
-3.19%
Feb 1999 – Feb 2009 |
1.76%
Jun 1998 – Jun 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UIMPX (GLOBAL STRATEGIST PORTFOLIO CLASS I) |
24.26%
Mar 2003 – Mar 2006 |
19.01%
Oct 2002 – Oct 2007 |
9.77%
Jun 2009 – Jun 2019 |
6.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart