Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMLS (Ultimate Lifestyle Corp) | NA | 100.00% | 25.99% | -7.79% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMLS (Ultimate Lifestyle Corp) | 06/19/2012 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 100.00 | 25.99 | -7.79 | NA | NA | NA | … | … | 0.00 | 100.00 | 0.00 | -66.67 | 0.00 | -97.09 | 243.33 | -98.00 | 0.00 | 1,873.68 | -81.00 |
| Sharpe Ratio | NA | 1.43 | 0.64 | -0.15 | NA | NA | NA | … | … | 0.00 | 2.22 | 0.00 | -0.62 | 0.00 | -0.28 | 0.45 | -0.25 | 0.00 | 3.12 | -0.42 |
| Standard Deviation(%) | NA | 69.87 | 40.13 | 58.25 | NA | NA | NA | … | … | NA | 88.10 | NA | 109.86 | NA | 354.32 | 531.72 | 391.20 | NA | 600.22 | 228.60 |
| Draw Down(%) | NA | 0.00 | 0.00 | 66.67 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 66.67 | 0.00 | 97.09 | 90.00 | 98.00 | 0.00 | 96.00 | 81.00 |
| 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 |
Data as of 03/02/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLS (Ultimate Lifestyle Corp) |
-90.01%
May 2016 – May 2019 |
-80.26%
Mar 2013 – Mar 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMLS (Ultimate Lifestyle Corp) |
35.86%
Jun 2013 – Jun 2016 |
-7.79%
Jan 2017 – Jan 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart