Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPCO (Universal Potash Corp) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 05/17/2021, Common starting date is 01/11/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPCO (Universal Potash Corp) | 01/11/2007 | 05/17/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 181.82 | -18.52 | 350.00 | -40.00 | 100.00 | -16.67 | -70.00 | 233.33 | -94.00 | -93.01 | 615.00 | -33.33 | -96.67 | 350.00 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 0.69 | -0.09 | 0.97 | -0.13 | 0.67 | -0.12 | -0.28 | 0.49 | -0.25 | -0.45 | 1.69 | -0.11 | -0.45 | 2.52 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 259.65 | 227.13 | 359.12 | 315.43 | 148.62 | 138.49 | 251.19 | 472.71 | 380.14 | 206.92 | 363.45 | 267.86 | 217.92 | 146.80 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 81.48 | 77.94 | 77.78 | 84.62 | 42.86 | 64.29 | 79.31 | 90.00 | 97.37 | 95.00 | 87.57 | 75.00 | 96.67 | 73.21 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 05/17/2021, Common starting date is 01/11/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPCO (Universal Potash Corp) |
-79.85%
Mar 2011 – Mar 2014 |
-78.94%
Dec 2007 – Dec 2012 |
-54.11%
Dec 2007 – Dec 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPCO (Universal Potash Corp) |
130.52%
Apr 2016 – Apr 2019 |
71.30%
Mar 2016 – Mar 2021 |
-15.30%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart