Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNPA (UNB Corp) | NA | 1.80% | -3.24% | -2.00% | 1.82% | NA | NA | … | … |
Data as of 06/15/2022, Common starting date is 10/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNPA (UNB Corp) | 10/11/2007 | 06/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.80 | -3.24 | -2.00 | 1.82 | NA | NA | … | … | 0.00 | 5.97 | -16.62 | 2.54 | -19.24 | 28.50 | -2.22 | 18.43 | 4.43 | 5.28 | 8.33 | 13.21 | 16.48 | -15.74 | -2.70 | -16.54 |
| Sharpe Ratio | NA | 0.08 | -0.06 | -0.05 | 0.04 | NA | NA | … | … | 0.00 | 0.06 | -0.25 | 0.05 | -0.51 | 0.89 | -0.38 | 1.26 | 1.65 | 1.13 | 0.64 | 1.99 | 1.98 | -0.63 | -0.25 | -2.29 |
| Standard Deviation(%) | NA | 19.85 | 65.38 | 55.71 | 39.18 | NA | NA | … | … | NA | 99.53 | 67.74 | 21.35 | 40.58 | 31.44 | 6.32 | 14.58 | 2.67 | 4.63 | 12.96 | 6.63 | 8.30 | 24.95 | 14.36 | 25.62 |
| Draw Down(%) | NA | 10.34 | 35.40 | 38.63 | 38.63 | NA | NA | … | … | 0.00 | 28.48 | 35.40 | 13.71 | 20.53 | 16.22 | 6.43 | 0.00 | 0.00 | 1.48 | 7.92 | 0.00 | 2.38 | 23.15 | 11.67 | 16.54 |
| Yield(%) | 0.00 | 1.92 | 1.66 | 1.48 | 2.03 | 1.32 | 0.99 | … | … | 0.00 | 2.02 | 1.64 | 1.66 | 1.32 | 1.67 | 1.60 | 2.81 | 2.86 | 2.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/15/2022, Common starting date is 10/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPA (UNB Corp) |
-14.06%
Sep 2017 – Sep 2020 |
-4.23%
Sep 2015 – Sep 2020 |
2.22%
Mar 2012 – Mar 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPA (UNB Corp) |
14.66%
Sep 2014 – Sep 2017 |
11.93%
Apr 2010 – Apr 2015 |
7.13%
Jul 2009 – Jul 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart