Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTI (Universal Technical Institute, Inc.) | 71.83% | 26.02% | 90.74% | 49.51% | 30.52% | 6.94% | 4.21% | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTI (Universal Technical Institute, Inc.) | 12/17/2003 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.04 | 26.02 | 90.74 | 49.51 | 30.52 | 6.94 | 4.21 | … | … | 71.83 | 6.18 | 107.35 | 86.31 | -14.07 | 21.05 | -16.21 | 111.23 | 52.08 | -17.53 | -37.28 | -51.15 | -26.73 | 43.16 | -18.75 | -41.96 | 16.40 | 17.65 | 1.00 | -23.46 | -28.22 | -18.84 | 27.07 | 13.85 |
| Sharpe Ratio | NA | 0.06 | 1.60 | 0.86 | 0.48 | NA | NA | … | … | 2.49 | 0.06 | 2.35 | 2.05 | -0.30 | 0.51 | -0.21 | 2.10 | 1.26 | -0.44 | -0.44 | -0.75 | -0.79 | 1.26 | -0.43 | -1.03 | 0.36 | 0.30 | 0.00 | -0.64 | -0.91 | -0.67 | 0.62 | 119.83 |
| Standard Deviation(%) | NA | 55.62 | 47.90 | 47.93 | 53.72 | NA | NA | … | … | 55.45 | 53.14 | 43.34 | 40.50 | 51.93 | 41.53 | 77.95 | 52.37 | 40.19 | 41.30 | 84.64 | 67.81 | 34.00 | 34.15 | 43.89 | 40.93 | 45.85 | 59.20 | 62.56 | 41.74 | 34.75 | 31.18 | 42.38 | 30.71 |
| Draw Down(%) | NA | 39.36 | 39.36 | 51.19 | 61.88 | NA | NA | … | … | 14.63 | 39.36 | 21.77 | 26.06 | 51.19 | 20.24 | 61.88 | 25.37 | 28.36 | 37.66 | 69.60 | 66.29 | 33.21 | 20.40 | 38.59 | 46.41 | 39.87 | 51.05 | 34.59 | 37.63 | 54.25 | 29.68 | 48.26 | 1.10 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.52 | 0.61 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | 2.44 | 2.86 | 4.04 | 3.03 | 0.00 | 7.46 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTI (Universal Technical Institute, Inc.) |
-50.19%
Oct 2013 – Oct 2016 |
-34.34%
Oct 2011 – Oct 2016 |
-21.13%
Oct 2006 – Oct 2016 |
-14.63%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTI (Universal Technical Institute, Inc.) |
81.54%
Sep 2022 – Sep 2025 |
46.14%
Apr 2021 – Apr 2026 |
27.52%
May 2016 – May 2026 |
5.96%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart