Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPDC (UPD Holding Corp) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 01/26/2023, Common starting date is 02/03/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPDC (UPD Holding Corp) | 02/03/1995 | 01/26/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -33.33 | 28.87 | 323.27 | -45.54 | -49.50 | -9.09 | -4.35 | -67.14 | 40.00 | -75.00 | -41.18 | -2.86 | 59.09 | 100.00 | 10.00 | -77.78 | -29.69 | -36.00 | -15.25 | 555.56 | 5.88 | -78.75 | -63.30 | -12.80 | -16.67 | -4.15 | 100.64 | -89.60 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.10 | 0.12 | 0.65 | -0.10 | -0.12 | -0.03 | -0.02 | -0.36 | 0.12 | -0.31 | -0.16 | -0.01 | 0.13 | 0.17 | 0.03 | -0.55 | -0.19 | -0.42 | -0.13 | 2.86 | 0.03 | -0.62 | -0.24 | -0.08 | -0.08 | -0.02 | 0.34 | -0.19 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 339.85 | 247.85 | 497.04 | 472.48 | 408.43 | 348.71 | 285.07 | 184.26 | 343.40 | 239.45 | 259.92 | 218.81 | 437.78 | 574.68 | 357.06 | 148.06 | 169.72 | 91.65 | 129.34 | 194.16 | 155.00 | 131.04 | 278.10 | 192.37 | 256.05 | 325.35 | 286.60 | 502.93 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 80.00 | 83.32 | 90.00 | 96.23 | 87.68 | 88.63 | 80.00 | 77.00 | 89.89 | 85.71 | 66.00 | 42.86 | 72.00 | 80.00 | 82.89 | 79.17 | 62.69 | 49.00 | 60.77 | 37.25 | 60.00 | 93.55 | 96.67 | 70.93 | 76.42 | 60.76 | 72.73 | 94.99 |
| 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 | 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 01/26/2023, Common starting date is 02/03/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPDC (UPD Holding Corp) |
-75.07%
Feb 2000 – Feb 2003 |
-57.70%
Apr 2012 – Apr 2017 |
-36.90%
Apr 2007 – Apr 2017 |
-30.64%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPDC (UPD Holding Corp) |
80.52%
Dec 2001 – Dec 2004 |
50.18%
Mar 2016 – Mar 2021 |
13.78%
Nov 2001 – Nov 2011 |
-5.05%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart