Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMAFX (MANAGED ALLOCATION FUND MANAGED ALLOCATION FUND) | NA | -0.55% | 8.05% | 5.63% | 4.51% | NA | NA | … | … |
Data as of 05/06/2022, Common starting date is 03/05/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMAFX (MANAGED ALLOCATION FUND MANAGED ALLOCATION FUND) | 03/05/2010 | 05/06/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.55 | 8.05 | 5.63 | 4.51 | NA | NA | … | … | -8.34 | 10.22 | 10.44 | 17.55 | -13.47 | 16.21 | 1.62 | -2.32 | 1.36 | 4.06 | 9.83 | -0.46 | 4.66 |
| Sharpe Ratio | NA | -0.05 | 0.56 | 0.38 | 0.38 | NA | NA | … | … | -1.93 | 0.74 | 0.61 | 2.59 | -1.08 | 2.07 | 0.15 | -0.22 | 0.18 | 0.48 | 1.21 | -0.05 | 0.44 |
| Standard Deviation(%) | NA | 14.05 | 13.61 | 12.64 | 10.94 | NA | NA | … | … | 11.68 | 13.75 | 16.65 | 6.22 | 13.72 | 7.57 | 9.24 | 10.52 | 7.51 | 8.46 | 8.14 | 10.47 | 12.73 |
| Draw Down(%) | NA | 11.69 | 20.39 | 24.26 | 24.26 | NA | NA | … | … | 9.08 | 8.76 | 20.39 | 3.65 | 23.57 | 2.90 | 7.50 | 10.61 | 6.48 | 8.30 | 7.63 | 10.27 | 7.03 |
| Yield(%) | 0.00 | 6.23 | 3.96 | 3.21 | 3.02 | 2.17 | 1.63 | … | … | 0.00 | 6.74 | 1.45 | 3.07 | 1.52 | 2.68 | 2.28 | 3.11 | 2.00 | 1.64 | 4.48 | 0.00 | 0.00 |
Data as of 05/06/2022, Common starting date is 03/05/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMAFX (MANAGED ALLOCATION FUND MANAGED ALLOCATION FUND) |
-0.53%
Feb 2013 – Feb 2016 |
0.24%
Dec 2013 – Dec 2018 |
2.64%
Apr 2010 – Apr 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMAFX (MANAGED ALLOCATION FUND MANAGED ALLOCATION FUND) |
14.98%
Dec 2018 – Dec 2021 |
8.86%
Dec 2016 – Dec 2021 |
5.80%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart