Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UMTAF (Genertec Universal Medical Group Co Ltd) | NA | 78.50% | 19.73% | 6.22% | NA | NA | NA | … | … |
Data as of 01/10/2023, Common starting date is 09/05/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UMTAF (Genertec Universal Medical Group Co Ltd) | 09/05/2017 | 01/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 78.50 | 19.73 | 6.22 | NA | NA | NA | … | … | 8.18 | 65.00 | -2.60 | 0.00 | 10.00 | -25.53 | 12.71 |
| Sharpe Ratio | NA | 0.48 | 0.22 | 0.08 | NA | NA | NA | … | … | NA | 0.68 | -0.05 | 0.00 | 0.16 | -0.66 | 1.21 |
| Standard Deviation(%) | NA | 162.14 | 86.56 | 71.01 | NA | NA | NA | … | … | 0.00 | 155.61 | 57.84 | 83.59 | 52.28 | 40.97 | 36.55 |
| Draw Down(%) | NA | 25.37 | 34.62 | 48.48 | NA | NA | NA | … | … | 0.00 | 25.37 | 30.00 | 34.62 | 32.68 | 32.32 | 9.00 |
| Yield(%) | 0.00 | 37.33 | 578,759.83 | 528,900.40 | 367,133.57 | 244,755.72 | 183,566.79 | … | … | 0.00 | 37.33 | 1,410,467.53 | 421,062.82 | 1,143,184.29 | 430,621.28 | 530,412.47 |
Data as of 01/10/2023, Common starting date is 09/05/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UMTAF (Genertec Universal Medical Group Co Ltd) |
-11.47%
Oct 2017 – Oct 2020 |
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 |
|---|---|---|---|---|
| UMTAF (Genertec Universal Medical Group Co Ltd) |
27.23%
May 2019 – May 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart