Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMC (United Microelectronics Corporation) | 150.64% | 178.54% | 42.74% | 22.29% | 32.65% | 19.95% | 15.30% | … | … |
Data as of 06/05/2026, Common starting date is 09/19/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMC (United Microelectronics Corporation) | 09/19/2000 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.18 | 178.54 | 42.74 | 22.29 | 32.65 | 19.95 | 15.30 | … | … | 150.64 | 28.77 | -19.01 | 39.20 | -40.32 | 43.15 | 230.67 | 55.82 | -21.79 | 41.36 | -2.73 | -13.77 | 14.94 | 5.65 | -3.45 | -26.80 | -16.37 | 97.96 | -35.32 | 12.00 | 15.28 | -2.13 | -28.71 | 59.69 | -58.29 | 16.32 | -41.09 |
| Sharpe Ratio | NA | 4.31 | 1.13 | 0.59 | 0.84 | NA | NA | … | … | 17.67 | 0.82 | -0.72 | 1.25 | -0.91 | 0.91 | 4.05 | 1.81 | -0.72 | 1.60 | -0.11 | -0.43 | 0.60 | 0.19 | -0.12 | -0.67 | -0.37 | 1.61 | -0.37 | 0.17 | 0.34 | -0.13 | -0.71 | 1.12 | -0.92 | 0.19 | -0.89 |
| Standard Deviation(%) | NA | 47.21 | 37.65 | 39.00 | 38.92 | NA | NA | … | … | 65.82 | 31.85 | 31.49 | 28.80 | 45.95 | 47.28 | 56.56 | 29.96 | 32.20 | 25.64 | 26.19 | 31.84 | 24.68 | 30.17 | 30.38 | 39.81 | 44.16 | 60.88 | 96.72 | 51.41 | 35.53 | 32.89 | 41.95 | 52.82 | 64.74 | 74.41 | 99.55 |
| Draw Down(%) | NA | 31.01 | 36.00 | 54.30 | 54.30 | NA | NA | … | … | 31.01 | 16.60 | 28.68 | 18.94 | 51.01 | 26.99 | 24.35 | 15.32 | 44.59 | 13.67 | 18.22 | 34.00 | 24.42 | 20.34 | 33.20 | 44.08 | 37.95 | 33.14 | 53.53 | 27.46 | 27.74 | 30.12 | 46.94 | 22.99 | 68.81 | 63.46 | 50.00 |
| Yield(%) | 0.00 | 6.42 | 6.25 | 4.87 | 14.84 | 8.49 | 4.86 | … | … | 0.00 | 7.40 | 5.59 | 8.87 | 4.44 | 3.56 | 5.02 | 5.08 | 4.92 | 4.49 | 5.03 | 3.60 | 4.00 | 3.43 | 3.65 | 6.01 | 2.04 | 0.00 | 3.44 | 12.28 | 1.85 | 0.47 | 0.00 | 0.00 | 1.95 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 09/19/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMC (United Microelectronics Corporation) |
-25.84%
Mar 2002 – Mar 2005 |
-18.16%
Oct 2000 – Oct 2005 |
-7.27%
Dec 2001 – Dec 2011 |
-6.01%
Oct 2000 – Oct 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMC (United Microelectronics Corporation) |
94.66%
Dec 2018 – Dec 2021 |
52.15%
Dec 2016 – Dec 2021 |
34.51%
May 2016 – May 2026 |
20.63%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart