Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPNRF (Uponor Oyj) | NA | -3.66% | 2.30% | 28.38% | 8.14% | NA | NA | … | … |
Data as of 06/03/2024, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPNRF (Uponor Oyj) | 08/06/2012 | 06/03/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.66 | 2.30 | 28.38 | 8.14 | NA | NA | … | … | -5.24 | 81.02 | -22.02 | 10.77 | 74.48 | 41.21 | -50.01 | 28.38 | 24.91 | 3.47 | -20.02 | 74.80 | 0.00 |
| Sharpe Ratio | NA | -1.08 | 0.00 | 0.59 | 0.18 | NA | NA | … | … | -1.89 | 1.64 | -0.67 | 0.29 | 1.04 | 1.36 | -1.57 | 1.36 | 1.58 | 0.08 | -0.89 | 1.84 | 0.00 |
| Standard Deviation(%) | NA | 6.89 | 38.03 | 45.50 | 38.69 | NA | NA | … | … | 8.31 | 47.31 | 35.27 | 36.55 | 71.33 | 29.28 | 32.79 | 20.52 | 15.66 | 44.13 | 22.56 | 40.59 | NA |
| Draw Down(%) | NA | 6.31 | 58.88 | 58.88 | 58.88 | NA | NA | … | … | 5.24 | 5.91 | 43.72 | 32.92 | 43.99 | 15.91 | 53.94 | 10.56 | 4.83 | 26.32 | 29.41 | 2.90 | 0.00 |
| Yield(%) | 0.00 | 1.23 | 2.05 | 6.18 | 2.93 | 4.21 | 3.16 | … | … | 0.00 | 4.20 | 3.19 | 3.09 | 4.70 | 5.89 | 2.94 | 3.11 | 3.66 | 3.40 | 3.05 | 4.85 | 0.00 |
Data as of 06/03/2024, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPNRF (Uponor Oyj) |
-18.00%
Mar 2017 – Mar 2020 |
-11.14%
Mar 2015 – Mar 2020 |
5.56%
Mar 2013 – Mar 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPNRF (Uponor Oyj) |
43.36%
Apr 2020 – Apr 2023 |
30.96%
Dec 2018 – Dec 2023 |
11.92%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart