Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNTC (Unit Corporation) | 11.65% | 45.02% | 19.32% | 44.14% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNTC (Unit Corporation) | 01/08/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.76 | 45.02 | 19.32 | 44.14 | NA | NA | NA | … | … | 11.65 | 20.66 | -14.23 | 45.65 | 79.13 | 223.00 |
| Sharpe Ratio | NA | 2.01 | 0.70 | 1.16 | NA | NA | NA | … | … | 1.19 | 0.68 | -0.66 | 1.22 | 1.67 | 2.71 |
| Standard Deviation(%) | NA | 24.99 | 26.70 | 36.81 | NA | NA | NA | … | … | 23.18 | 26.29 | 26.86 | 34.62 | 46.84 | 85.00 |
| Draw Down(%) | NA | 12.60 | 33.88 | 33.88 | NA | NA | NA | … | … | 12.60 | 15.22 | 30.10 | 30.98 | 26.64 | 29.80 |
| Yield(%) | 0.00 | 18.62 | 27.89 | 64.86 | 50.75 | 33.83 | 25.38 | … | … | 3.96 | 16.53 | 16.99 | 66.35 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTC (Unit Corporation) |
0.40%
May 2022 – May 2025 |
45.27%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNTC (Unit Corporation) |
82.74%
Mar 2021 – Mar 2024 |
52.62%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart