Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNVGY (Universal Music Group N.V) | -19.54% | -32.37% | 3.29% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNVGY (Universal Music Group N.V) | 11/09/2021 | 06/05/2026 |
| 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 (%) | -6.33 | -32.37 | 3.29 | NA | NA | NA | NA | … | … | -19.54 | 3.92 | -8.48 | 21.68 | -10.72 | -8.06 |
| Sharpe Ratio | NA | -0.97 | 0.07 | NA | NA | NA | NA | … | … | -0.83 | 0.04 | -0.34 | 0.68 | -0.29 | -1.44 |
| Standard Deviation(%) | NA | 32.31 | 32.06 | NA | NA | NA | NA | … | … | 40.37 | 28.04 | 35.27 | 26.93 | 41.86 | 30.95 |
| Draw Down(%) | NA | 45.33 | 45.33 | NA | NA | NA | NA | … | … | 31.43 | 24.76 | 27.28 | 23.19 | 37.70 | 15.09 |
| Yield(%) | 0.00 | 1.93 | 2.87 | 1.92 | 0.96 | 0.64 | 0.48 | … | … | 1.25 | 2.39 | 1.98 | 2.20 | 3.37 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVGY (Universal Music Group N.V) |
-6.93%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVGY (Universal Music Group N.V) |
20.85%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart