Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UOLGF (UOL Group Limited) | 25.90% | 83.26% | 19.77% | 9.53% | 8.01% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/14/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UOLGF (UOL Group Limited) | 08/14/2012 | 06/03/2026 |
| 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 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 83.26 | 19.77 | 9.53 | 8.01 | NA | NA | … | … | 25.90 | 71.33 | -8.74 | -8.17 | -3.03 | -3.71 | 8.82 | 17.62 | 12.79 | 2.63 | -11.60 | 2.75 | -13.79 | 23.96 | 44.18 |
| Sharpe Ratio | NA | 2.36 | 0.64 | 0.33 | 0.34 | NA | NA | … | … | 2.00 | 2.41 | -0.78 | -0.60 | -0.38 | -0.19 | 0.37 | 1.77 | 1.22 | 0.76 | -0.80 | 1.13 | -0.74 | 1.29 | 3.27 |
| Standard Deviation(%) | NA | 34.14 | 25.65 | 21.27 | 18.58 | NA | NA | … | … | 36.54 | 28.54 | 15.90 | 19.96 | 11.69 | 19.81 | 22.85 | 9.10 | 9.42 | 2.60 | 14.82 | 2.40 | 18.55 | 18.56 | 50.98 |
| Draw Down(%) | NA | 14.27 | 22.78 | 29.16 | 29.58 | NA | NA | … | … | 14.27 | 2.38 | 16.96 | 22.48 | 7.25 | 13.16 | 10.56 | 0.00 | 0.00 | 0.00 | 13.61 | 0.00 | 16.66 | 0.00 | 0.39 |
| Yield(%) | 0.00 | 4.40 | 3.16 | 2.51 | 2.76 | 3.75 | 2.82 | … | … | 3.02 | 3.54 | 3.30 | 2.81 | 2.09 | 2.03 | 2.39 | 2.81 | 3.13 | 2.57 | 2.28 | 2.35 | 2.77 | 3.13 | 0.00 |
Data as of 06/03/2026, Common starting date is 08/14/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOLGF (UOL Group Limited) |
-9.12%
Jun 2021 – Jun 2024 |
-3.76%
Aug 2019 – Aug 2024 |
-0.96%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UOLGF (UOL Group Limited) |
23.74%
Jan 2023 – Jan 2026 |
15.92%
Jan 2021 – Jan 2026 |
9.42%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart