Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ULPRF (ULS Group Inc) NA 22.33% 18.99% NA NA NA NA
Data as of 03/02/2022, Common starting date is 10/22/2018
More Performance Analytics Comparison
Name Start Date End Date
ULPRF (ULS Group Inc) 10/22/2018 03/02/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018
Annualized Return (%) 0.00 22.33 18.99 NA NA NA NA 22.33 0.00 19.68 15.06 -14.97
Sharpe Ratio NA 1.10 0.85 NA NA NA NA 4.90 0.00 1.26 0.49 -1.57
Standard Deviation(%) NA 20.32 21.68 NA NA NA NA 49.97 NA 15.34 27.63 37.56
Draw Down(%) NA 0.00 12.97 NA NA NA NA 0.00 0.00 0.00 12.97 14.97
Yield(%) 0.00 50,656.28 45,571.57 23,754.00 11,877.00 7,918.00 5,938.50 0.00 56,921.39 14,814.67 41,570.34 2,278.84
Data as of 03/02/2022, Common starting date is 10/22/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ULPRF (ULS Group Inc) 5.40%
Nov 2018 – Nov 2021
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
ULPRF (ULS Group Inc) 18.99%
Feb 2019 – Feb 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return