Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNCFF (UniCredit SpA) | 3.96% | 36.51% | 72.91% | 54.44% | 15.88% | -3.20% | NA | … | … |
Data as of 06/03/2026, Common starting date is 02/17/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNCFF (UniCredit SpA) | 02/17/2009 | 06/03/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 36.51 | 72.91 | 54.44 | 15.88 | -3.20 | NA | … | … | 3.96 | 126.32 | 56.83 | 106.45 | -3.13 | 67.77 | -30.00 | 29.04 | -37.59 | -34.35 | -47.07 | -14.21 | -11.35 | 53.81 | -41.44 | -59.39 | -37.71 | 152.21 |
| Sharpe Ratio | NA | 0.94 | 1.96 | 1.19 | 0.25 | NA | NA | … | … | 0.31 | 3.12 | 1.74 | 2.99 | -0.07 | 1.62 | -0.43 | 0.75 | -1.03 | -0.42 | -0.68 | -0.39 | -0.33 | 1.37 | -0.47 | -0.79 | -0.70 | 2.71 |
| Standard Deviation(%) | NA | 38.42 | 35.60 | 44.35 | 53.78 | NA | NA | … | … | 46.29 | 39.77 | 30.61 | 34.80 | 66.99 | 41.77 | 70.19 | 36.64 | 37.98 | 84.09 | 69.33 | 36.38 | 34.63 | 39.24 | 88.67 | 75.19 | 54.02 | 69.15 |
| Draw Down(%) | NA | 28.72 | 28.72 | 52.19 | 77.62 | NA | NA | … | … | 28.72 | 24.94 | 16.82 | 17.95 | 52.19 | 20.60 | 53.09 | 30.38 | 51.42 | 58.90 | 63.41 | 25.27 | 31.57 | 35.09 | 65.99 | 69.65 | 46.38 | 34.59 |
| Yield(%) | 0.00 | 5.70 | 16.73 | 17.85 | 4.34 | 0.49 | 0.77 | … | … | 2.49 | 12.43 | 10.60 | 7.55 | 3.79 | 1.55 | 4.20 | 2.62 | 2.05 | 0.00 | 1.10 | 2.07 | 1.86 | 0.89 | 0.00 | 0.70 | 0.32 | 0.80 |
Data as of 06/03/2026, Common starting date is 02/17/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCFF (UniCredit SpA) |
-52.71%
Sep 2009 – Sep 2012 |
-35.19%
Jun 2011 – Jun 2016 |
-29.42%
Mar 2010 – Mar 2020 |
-11.48%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNCFF (UniCredit SpA) |
113.49%
Jul 2022 – Jul 2025 |
67.39%
Oct 2020 – Oct 2025 |
15.35%
May 2016 – May 2026 |
-2.84%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison Chart