Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UTLAHX | NA | 16,959.43% | 399.71% | 169.12% | NA | NA | NA | … | … |
Data as of 08/05/2024, Common starting date is 01/09/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UTLAHX | 01/09/2019 | 08/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15,257.07 | 16,959.43 | 399.71 | 169.12 | NA | NA | NA | … | … | 17,154.23 | -10.08 | -16.88 | 4.56 | -3.07 | 9.48 |
| Sharpe Ratio | NA | 33.57 | 1.32 | 0.71 | NA | NA | NA | … | … | 926.17 | -0.79 | -0.37 | 0.22 | -0.12 | 0.80 |
| Standard Deviation(%) | NA | 505.73 | 301.05 | 234.98 | NA | NA | NA | … | … | 655.30 | 18.20 | 50.17 | 20.16 | 28.15 | 10.45 |
| Draw Down(%) | NA | 13.66 | 41.59 | 41.59 | NA | NA | NA | … | … | 8.36 | 23.36 | 37.42 | 12.41 | 29.37 | 7.63 |
| Yield(%) | 0.00 | 2.66 | 1.27 | 0.86 | 0.44 | 0.29 | 0.22 | … | … | 113.03 | 2.65 | 0.65 | 0.00 | 0.00 | 0.00 |
Data as of 08/05/2024, Common starting date is 01/09/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLAHX (UTLAHX) |
-11.62%
Jun 2019 – Jun 2022 |
-4.12%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UTLAHX (UTLAHX) |
-1.28%
May 2020 – May 2023 |
-1.50%
Jul 2019 – Jul 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart