Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTCNX (UTC NORTH AMERICAN FUND UTC NORTH AMERICAN FUND) | NA | -8.80% | 2.26% | 2.53% | 5.12% | 2.20% | 0.19% | … | … |
Data as of 12/21/2018, Common starting date is 12/30/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTCNX (UTC NORTH AMERICAN FUND UTC NORTH AMERICAN FUND) | 12/30/1993 | 12/21/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.30 | -8.80 | 2.26 | 2.53 | 5.12 | 2.20 | 0.19 | … | … | -8.62 | 7.18 | 7.80 | -3.71 | 10.65 | 14.68 | 6.05 | -3.46 | 5.38 | 17.35 | -31.90 | 1.77 | 7.99 | 5.68 | 6.88 | 22.19 | -17.74 | -7.76 | -14.34 | -1.04 | 9.68 | 10.73 | -12.45 | 24.35 | -1.27 | -0.29 |
| Sharpe Ratio | NA | -0.71 | 0.14 | 0.20 | 0.41 | NA | NA | … | … | -0.70 | 1.01 | 0.67 | -0.30 | 1.13 | 2.00 | 0.81 | -0.20 | 0.42 | 1.69 | -1.26 | -0.10 | 0.52 | 0.43 | 0.68 | 1.92 | -1.09 | -0.72 | -1.07 | -0.34 | 0.52 | 0.52 | -0.73 | 3.52 | -0.65 | NA |
| Standard Deviation(%) | NA | 14.25 | 11.21 | 11.11 | 11.46 | NA | NA | … | … | 14.39 | 6.53 | 11.34 | 12.46 | 9.41 | 7.32 | 7.46 | 17.90 | 12.73 | 10.18 | 26.02 | 12.43 | 9.00 | 8.16 | 8.70 | 11.19 | 17.25 | 14.30 | 17.22 | 12.41 | 12.25 | 13.75 | 21.55 | 5.82 | 6.51 | 0.00 |
| Draw Down(%) | NA | 12.94 | 12.94 | 17.82 | 17.82 | NA | NA | … | … | 12.94 | 3.61 | 10.45 | 13.20 | 5.86 | 5.54 | 5.81 | 17.40 | 11.11 | 8.03 | 38.35 | 8.08 | 8.54 | 5.44 | 8.37 | 7.55 | 26.19 | 15.92 | 19.81 | 10.77 | 10.69 | 8.54 | 19.12 | 1.89 | 6.62 | 0.29 |
| Yield(%) | 0.00 | 0.59 | 7.83 | 6.07 | 4.75 | 2.69 | 1.54 | … | … | 0.00 | 0.63 | 1.41 | 20.84 | 2.10 | 5.83 | 0.54 | 3.77 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.53 | 0.04 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.95 | 0.87 | 1.48 | 2.32 | 1.27 | 0.39 |
Data as of 12/21/2018, Common starting date is 12/30/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTCNX (UTC NORTH AMERICAN FUND UTC NORTH AMERICAN FUND) |
-14.26%
Sep 1999 – Sep 2002 |
-9.20%
Sep 1997 – Sep 2002 |
-4.52%
Nov 1998 – Nov 2008 |
-1.80%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTCNX (UTC NORTH AMERICAN FUND UTC NORTH AMERICAN FUND) |
12.94%
Sep 2002 – Sep 2005 |
10.50%
Sep 2002 – Sep 2007 |
5.76%
Nov 2008 – Nov 2018 |
4.47%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart