Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNPRF (Uniper SE) | NA | -6.95% | -21.76% | -41.44% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/04/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNPRF (Uniper SE) | 04/04/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.95 | -21.76 | -41.44 | NA | NA | NA | … | … | 3.56 | -56.87 | 66.30 | -93.45 | 25.24 | 11.85 | 33.96 | -14.83 | 88.22 |
| Sharpe Ratio | NA | -0.28 | -0.10 | -0.21 | NA | NA | NA | … | … | 0.05 | -1.34 | 0.15 | -0.74 | 1.30 | 0.36 | 1.98 | -0.66 | 5.13 |
| Standard Deviation(%) | NA | 35.61 | 255.34 | 203.77 | NA | NA | NA | … | … | 34.90 | 45.04 | 433.96 | 128.10 | 19.33 | 32.50 | 16.40 | 24.79 | 26.07 |
| Draw Down(%) | NA | 24.59 | 97.84 | 97.84 | NA | NA | NA | … | … | 24.59 | 56.87 | 95.00 | 94.50 | 9.66 | 24.35 | 3.67 | 21.85 | 1.28 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.93 | 2.87 | 1.91 | 1.44 | … | … | 0.00 | 0.00 | 0.00 | 0.17 | 3.91 | 3.51 | 3.56 | 2.43 | 3.30 |
Data as of 09/26/2025, Common starting date is 04/04/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPRF (Uniper SE) |
-63.92%
Dec 2021 – Dec 2024 |
-43.21%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNPRF (Uniper SE) |
26.32%
Jul 2017 – Jul 2020 |
11.29%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart