Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USM (United States Cellular Corporation) | NA | 50.25% | -11.27% | -13.75% | -10.32% | -7.15% | -5.64% | … | … |
Data as of 12/22/2025, Common starting date is 03/17/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USM (United States Cellular Corporation) | 03/17/1992 | 12/22/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.31 | 50.25 | -11.27 | -13.75 | -10.32 | -7.15 | -5.64 | … | … | 53.96 | 24.43 | -65.43 | -33.85 | 2.70 | -15.29 | -30.29 | 38.11 | -13.93 | 7.13 | 2.46 | -4.76 | 38.36 | -19.23 | -12.64 | 17.76 | -1.92 | -48.59 | 20.85 | 40.87 | 10.37 | 26.08 | 41.89 | -44.71 | -24.90 | -40.31 | 165.62 | 22.58 | 11.21 | -17.41 | 3.05 | -6.43 | 60.00 | -7.41 |
| Sharpe Ratio | NA | 0.06 | -0.02 | -0.03 | -0.03 | NA | NA | … | … | 0.07 | 0.03 | -0.14 | -0.88 | 0.09 | -0.32 | -0.70 | 0.88 | -0.54 | 0.24 | 0.08 | -0.14 | 1.57 | -0.78 | -0.41 | 0.74 | -0.05 | -0.75 | 0.50 | 2.00 | 0.37 | 0.87 | 1.38 | -0.90 | -0.83 | -0.76 | 5.35 | 0.69 | 0.33 | -1.20 | -0.05 | -0.36 | 2.32 | -0.46 |
| Standard Deviation(%) | NA | 848.47 | 691.12 | 534.97 | 378.92 | NA | NA | … | … | 812.26 | 728.26 | 510.03 | 40.44 | 31.45 | 48.11 | 45.08 | 41.78 | 27.29 | 29.04 | 28.62 | 34.33 | 24.41 | 24.99 | 30.72 | 24.01 | 44.04 | 65.88 | 35.26 | 18.86 | 21.66 | 28.72 | 29.73 | 50.71 | 33.40 | 58.81 | 30.31 | 27.64 | 22.39 | 17.46 | 18.25 | 26.30 | 24.79 | 25.30 |
| Draw Down(%) | NA | 88.46 | 88.46 | 88.46 | 89.41 | NA | NA | … | … | 88.46 | 87.15 | 84.21 | 40.18 | 28.05 | 30.68 | 46.68 | 20.92 | 27.85 | 25.94 | 13.82 | 28.17 | 18.73 | 29.84 | 30.62 | 18.06 | 35.56 | 66.25 | 27.50 | 11.94 | 13.36 | 24.07 | 17.48 | 48.73 | 38.93 | 48.87 | 18.46 | 18.77 | 18.64 | 26.44 | 15.73 | 34.29 | 22.04 | 26.42 |
| Yield(%) | 0.00 | 250.24 | 38.78 | 15.90 | 5.61 | 3.92 | 2.80 | … | … | 36.31 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 15.93 | 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 12/22/2025, Common starting date is 03/17/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USM (United States Cellular Corporation) |
-41.80%
Aug 2020 – Aug 2023 |
-34.30%
Nov 2018 – Nov 2023 |
-18.11%
Oct 2013 – Oct 2023 |
-13.78%
Jan 2008 – Jan 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USM (United States Cellular Corporation) |
61.92%
Nov 1996 – Nov 1999 |
30.63%
Nov 1994 – Nov 1999 |
12.39%
Aug 1997 – Aug 2007 |
11.60%
Aug 1992 – Aug 2007 |
Annualized Rolling Returns Comparison Chart