Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPC (Universe Pharmaceuticals Inc) | -12.60% | -21.09% | -79.77% | -71.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/24/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPC (Universe Pharmaceuticals Inc) | 03/24/2021 | 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 (%) | 16.84 | -21.09 | -79.77 | -71.55 | NA | NA | NA | … | … | -12.60 | -76.97 | -97.98 | 38.62 | -11.31 | -60.79 |
| Sharpe Ratio | NA | -0.29 | -0.38 | -0.43 | NA | NA | NA | … | … | -0.23 | -0.50 | -0.41 | 0.16 | -0.15 | -0.70 |
| Standard Deviation(%) | NA | 118.11 | 212.92 | 174.51 | NA | NA | NA | … | … | 94.16 | 159.24 | 249.72 | 221.98 | 82.83 | 100.27 |
| Draw Down(%) | NA | 76.22 | 99.91 | 99.91 | NA | NA | NA | … | … | 50.98 | 89.04 | 98.97 | 79.95 | 71.91 | 71.68 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 03/24/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPC (Universe Pharmaceuticals Inc) |
-84.63%
Nov 2022 – Nov 2025 |
-72.90%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPC (Universe Pharmaceuticals Inc) |
15.90%
Jul 2021 – Jul 2024 |
-71.69%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart