Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UNIB (University Bancorp Inc) | -2.43% | 21.33% | -1.88% | 19.05% | 8.41% | 17.90% | 11.19% | 2.33% |
Data as of 06/04/2025, AR inception is 06/09/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIB (University Bancorp Inc) | 06/09/1987 | 06/04/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.33 | -1.88 | 19.05 | 8.41 | 17.90 | 11.19 | 2.33 | -2.43 | 11.34 | -11.45 | -22.87 | 83.80 | 57.75 | -10.44 | -1.10 | 26.39 | 12.84 | -4.00 | 87.50 | 51.26 | 70.00 | -12.50 | 58.42 | -46.84 | -13.64 | 5.77 | 14.92 | 0.00 | -30.12 | 275.36 | -37.27 | -12.00 | -28.57 | -17.65 | -34.62 | -33.90 | 32.58 | 48.33 | 0.00 | 130.77 | 225.00 | -60.00 | -33.33 | 50.00 | -60.00 | -72.22 |
| Sharpe Ratio | NA | 0.78 | -0.24 | 0.65 | 0.19 | NA | NA | 0.00 | -0.37 | 0.25 | -0.92 | -1.13 | 1.94 | 1.57 | -0.61 | -0.08 | 0.84 | 0.19 | -0.08 | 0.95 | 0.52 | 0.69 | -0.26 | 0.44 | -0.17 | -0.13 | 0.05 | 0.13 | -0.03 | -0.24 | 1.90 | -0.21 | -0.06 | -0.13 | -0.13 | -0.37 | -0.44 | 0.34 | 0.73 | -0.04 | 1.27 | 2.14 | -0.69 | -0.44 | 0.61 | -0.79 | -1.49 |
| Standard Deviation(%) | NA | 22.32 | 18.23 | 27.56 | 36.06 | NA | NA | 111.76 | 23.55 | 19.54 | 17.29 | 21.59 | 43.19 | 36.47 | 19.49 | 29.49 | 30.86 | 65.77 | 50.93 | 92.39 | 97.61 | 102.87 | 48.00 | 131.55 | 278.49 | 113.24 | 52.94 | 88.45 | 79.53 | 131.12 | 144.91 | 180.84 | 245.44 | 252.18 | 163.81 | 103.18 | 84.94 | 84.74 | 60.69 | 74.62 | 100.68 | 102.60 | 92.35 | 86.80 | 72.32 | 81.56 | 62.77 |
| Draw Down(%) | NA | 17.09 | 28.51 | 42.24 | 52.04 | NA | NA | 96.67 | 17.09 | 13.73 | 19.13 | 25.79 | 14.96 | 31.14 | 21.03 | 24.94 | 14.09 | 21.39 | 33.65 | 46.00 | 38.00 | 50.41 | 39.52 | 52.28 | 72.63 | 50.00 | 32.49 | 36.67 | 35.32 | 71.12 | 56.38 | 60.71 | 73.33 | 85.71 | 70.15 | 64.10 | 43.75 | 20.59 | 19.05 | 35.00 | 46.43 | 33.33 | 70.00 | 61.11 | 33.33 | 63.64 | 72.22 |
| Yield(%) | 0.00 | 2.23 | 0.58 | 3.52 | 1.76 | 6.18 | 3.27 | 0.25 | 0.61 | 1.33 | 0.00 | 2.00 | 2.99 | 1.87 | 0.00 | 0.00 | 0.00 | 1.65 | 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 06/04/2025, AR inception is 06/09/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIB (University Bancorp Inc) |
-47.22%
Jul 1987 - Jul 1990 |
-34.82%
Jul 1987 - Jul 1992 |
-12.69%
Apr 1999 - Apr 2009 |
-14.22%
Jul 1987 - Jul 2002 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIB (University Bancorp Inc) |
95.74%
Dec 1991 - Dec 1994 |
71.30%
Dec 1991 - Dec 1996 |
33.58%
Nov 2011 - Nov 2021 |
25.12%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart