Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/09/2025.
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
URNAF (Urbana Corporation) | 7.14% | 9.38% | 10.24% | 30.19% | 12.58% | 7.95% | NA | 8.56% |
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
URNAF (Urbana Corporation) | 04/06/2010 | 05/09/2025 |
The return data shown below all have the same latest date: 05/09/2025.
AR inception is since 04/06/2010.
AR inception is since 04/06/2010.
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.00 | 9.38 | 10.24 | 30.19 | 12.58 | 7.95 | NA | 8.56 | 7.14 | 15.24 | 15.08 | 9.27 | 53.77 | -6.51 | 26.09 | -40.57 | 47.25 | 39.95 | -7.87 | 0.55 | 105.95 | -3.45 | -26.27 | -26.25 |
Sharpe Ratio | NA | 0.10 | 0.22 | 0.71 | 0.30 | NA | NA | 0.21 | 0.51 | 0.34 | 0.46 | 0.30 | 0.82 | -0.11 | 1.12 | -1.31 | 1.47 | 1.87 | -0.28 | 0.05 | 3.03 | -0.13 | -0.51 | -0.81 |
Standard Deviation(%) | NA | 30.69 | 26.92 | 38.76 | 36.18 | NA | NA | 35.66 | 36.88 | 25.92 | 23.62 | 26.52 | 65.90 | 59.67 | 21.96 | 31.85 | 31.77 | 21.22 | 27.82 | 11.58 | 34.96 | 27.78 | 51.36 | 41.44 |
Draw Down(%) | NA | 11.86 | 18.62 | 24.33 | 56.06 | NA | NA | 56.06 | 11.86 | 11.75 | 15.31 | 13.21 | 24.33 | 47.39 | 9.74 | 42.18 | 12.94 | 7.18 | 22.11 | 9.14 | 7.38 | 27.03 | 49.71 | 32.18 |
Yield(%) | 0.00 | 0.00 | 0.92 | 3.95 | 3.49 | 2.45 | 2.00 | 2.66 | 0.00 | 2.54 | 0.00 | 2.82 | 3.66 | 3.77 | 2.89 | 2.68 | 3.81 | 1.96 | 2.35 | 2.29 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
URNAF (Urbana Corporation) |
-20.98%
Apr 2017 - Apr 2020 |
-2.64%
Apr 2015 - Apr 2020 |
-0.03%
May 2010 - May 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
URNAF (Urbana Corporation) |
36.58%
Apr 2020 - Apr 2023 |
31.50%
Dec 2012 - Dec 2017 |
17.29%
Nov 2012 - Nov 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart