Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTGPF (Unite Group PLC) | NA | -22.74% | -0.85% | 0.95% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 11/17/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTGPF (Unite Group PLC) | 11/17/2016 | 09/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.46 | -22.74 | -0.85 | 0.95 | NA | NA | NA | … | … | -5.27 | -18.85 | 24.64 | -24.30 | 15.13 | 6.81 | 16.31 | 27.50 | 37.11 | 2.22 |
| Sharpe Ratio | NA | -0.91 | -0.15 | -0.04 | NA | NA | NA | … | … | -0.45 | -0.80 | 0.78 | -0.66 | 0.99 | 0.11 | 1.16 | 1.45 | 1.74 | 3.19 |
| Standard Deviation(%) | NA | 28.35 | 28.66 | 29.74 | NA | NA | NA | … | … | 22.47 | 28.23 | 26.99 | 39.30 | 15.23 | 57.51 | 12.77 | 18.06 | 21.03 | 6.48 |
| Draw Down(%) | NA | 25.33 | 25.71 | 42.87 | NA | NA | NA | … | … | 22.02 | 19.16 | 15.93 | 42.02 | 12.84 | 43.00 | 0.00 | 3.65 | 1.31 | 0.00 |
| Yield(%) | 1.78 | 3.80 | 4.27 | 3.74 | 4.43 | 2.96 | 2.22 | … | … | 4.65 | 3.57 | 3.97 | 2.32 | 1.93 | 1.78 | 2.59 | 2.70 | 2.80 | 0.00 |
Data as of 09/26/2025, Common starting date is 11/17/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTGPF (Unite Group PLC) |
-9.47%
Nov 2021 – Nov 2024 |
-1.20%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTGPF (Unite Group PLC) |
26.69%
Dec 2016 – Dec 2019 |
20.12%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart