Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| UNIF (U & I Financial Corp) | 6.95% | -37.89% | -30.85% | -13.33% | NA | NA | NA | -8.29% |
Data as of 07/25/2025, AR inception is 02/22/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIF (U & I Financial Corp) | 02/22/2016 | 07/25/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.27 | -37.89 | -30.85 | -13.33 | NA | NA | NA | -8.29 | 6.95 | -69.25 | -0.38 | 4.69 | 17.98 | -3.78 | 2.78 | 1.18 | 11.18 | 0.12 |
| Sharpe Ratio | NA | -1.23 | -1.18 | -0.57 | NA | NA | NA | -0.39 | -0.10 | -2.12 | -0.21 | 0.12 | 0.80 | -0.11 | 0.16 | -0.01 | 0.59 | 0.00 |
| Standard Deviation(%) | NA | 36.89 | 30.05 | 29.21 | NA | NA | NA | 26.36 | 35.68 | 35.99 | 22.66 | 28.85 | 22.40 | 37.42 | 8.47 | 12.14 | 17.97 | 29.18 |
| Draw Down(%) | NA | 47.37 | 74.49 | 76.98 | NA | NA | NA | 76.98 | 27.71 | 70.01 | 13.42 | 18.97 | 14.55 | 33.85 | 7.57 | 13.91 | 12.32 | 23.66 |
| Yield(%) | 0.00 | 0.00 | 0.91 | 1.07 | 0.62 | 0.41 | 0.31 | 0.69 | 0.00 | 0.00 | 1.83 | 1.81 | 0.00 | 0.00 | 0.00 | 1.11 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 02/22/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIF (U & I Financial Corp) |
-36.07%
May 2022 - May 2025 |
-18.00%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIF (U & I Financial Corp) |
19.60%
May 2020 - May 2023 |
7.89%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart