Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNIT (Uniti Group Inc.) | 68.19% | 64.30% | 29.58% | -2.27% | -5.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNIT (Uniti Group Inc.) | 04/20/2015 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.15 | 64.30 | 29.58 | -2.27 | -5.00 | NA | NA | … | … | 68.19 | -23.27 | 2.57 | 19.13 | -57.78 | 25.68 | 53.82 | -44.94 | 0.27 | -20.80 | 53.07 | -32.94 |
| Sharpe Ratio | NA | 0.96 | 0.46 | -0.11 | -0.12 | NA | NA | … | … | 4.30 | -0.50 | -0.02 | 0.25 | -1.24 | 0.92 | 0.64 | -0.67 | -0.03 | -0.61 | 1.55 | -1.21 |
| Standard Deviation(%) | NA | 52.79 | 57.73 | 53.81 | 54.62 | NA | NA | … | … | 49.68 | 52.01 | 62.89 | 63.61 | 47.75 | 28.04 | 82.69 | 69.60 | 40.22 | 35.33 | 34.16 | 35.84 |
| Draw Down(%) | NA | 44.37 | 56.46 | 76.84 | 83.46 | NA | NA | … | … | 14.69 | 46.04 | 56.46 | 54.09 | 58.93 | 19.57 | 53.40 | 69.24 | 31.97 | 47.19 | 26.03 | 39.90 |
| Yield(%) | 0.00 | 0.00 | 6.51 | 3.59 | 3.97 | 2.79 | 2.09 | … | … | 0.00 | 0.00 | 5.10 | 10.43 | 4.32 | 5.15 | 7.14 | 2.27 | 14.02 | 9.23 | 15.42 | 5.24 |
Data as of 06/04/2026, Common starting date is 04/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIT (Uniti Group Inc.) |
-31.83%
Mar 2017 – Mar 2020 |
-23.71%
May 2018 – May 2023 |
-8.68%
May 2015 – May 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNIT (Uniti Group Inc.) |
34.83%
Apr 2023 – Apr 2026 |
6.11%
Nov 2019 – Nov 2024 |
-3.85%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart