Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMEWF (UMeWorld Limited) | 80.56% | 47.73% | 66.83% | 26.58% | 9.60% | 18.65% | 6.07% | … | … |
Data as of 04/02/2026, Common starting date is 10/16/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMEWF (UMeWorld Limited) | 10/16/2000 | 04/02/2026 |
| 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 (%) | 18.18 | 47.73 | 66.83 | 26.58 | 9.60 | 18.65 | 6.07 | … | … | 80.56 | -10.00 | -21.57 | 264.29 | -12.50 | -5.88 | 112.50 | -20.00 | -28.57 | -48.15 | -22.86 | 45.83 | -4.00 | -16.67 | 500.00 | -16.67 | -50.00 | 300.00 | -88.46 | 188.89 | 28.57 | -56.25 | -5.88 | -67.31 | 4.00 | -64.44 | -77.50 |
| Sharpe Ratio | NA | 0.51 | 0.74 | 0.12 | 0.05 | NA | NA | … | … | 18.08 | -0.14 | -0.32 | 3.67 | -0.07 | -0.02 | 1.10 | -0.22 | -0.17 | -0.53 | -0.15 | 0.47 | -0.02 | -0.03 | 1.08 | -0.07 | -0.23 | 1.46 | -0.45 | 1.08 | 0.17 | -0.49 | -0.04 | -0.46 | 0.01 | -0.25 | -0.16 |
| Standard Deviation(%) | NA | 87.73 | 85.53 | 194.14 | 165.79 | NA | NA | … | … | 50.97 | 91.32 | 89.17 | 71.83 | 203.40 | 365.64 | 101.41 | 95.36 | 181.10 | 93.15 | 150.48 | 98.09 | 198.57 | 526.27 | 471.57 | 256.26 | 219.91 | 205.12 | 198.68 | 173.79 | 150.75 | 118.48 | 159.00 | 146.36 | 221.30 | 265.55 | 665.29 |
| Draw Down(%) | NA | 54.55 | 65.52 | 94.40 | 94.40 | NA | NA | … | … | 1.96 | 60.00 | 58.49 | 23.91 | 60.00 | 92.00 | 40.00 | 58.33 | 81.25 | 71.43 | 50.00 | 36.73 | 62.22 | 94.44 | 96.67 | 71.43 | 76.92 | 57.89 | 92.31 | 73.33 | 70.83 | 62.50 | 80.39 | 82.14 | 71.15 | 87.50 | 92.50 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/02/2026, Common starting date is 10/16/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEWF (UMeWorld Limited) |
-54.91%
Oct 2001 – Oct 2004 |
-52.42%
Nov 2000 – Nov 2005 |
-34.19%
Nov 2000 – Nov 2010 |
-13.86%
Nov 2000 – Nov 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMEWF (UMeWorld Limited) |
108.01%
Aug 2010 – Aug 2013 |
58.49%
Jul 2007 – Jul 2012 |
21.48%
May 2011 – May 2021 |
20.79%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart