Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
UTRX (Unitronix Corporation) -50.00% 0.00% -37.00% -52.18% -3.97% NA NA
Data as of 06/05/2026, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
UTRX (Unitronix Corporation) 06/19/2012 06/05/2026
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
Annualized Return (%) 0.00 0.00 -37.00 -52.18 -3.97 NA NA -50.00 -66.67 300.00 -50.00 -76.47 996.77 -48.33 2,900.00 900.00 -99.33 36.36 10.00 -50.00 0.00 -80.00
Sharpe Ratio NA -0.16 -0.08 -0.21 -0.02 NA NA -0.44 -0.17 1.09 -0.27 -0.50 2.69 -0.18 8.25 1.80 -0.28 0.15 0.05 -0.72 0.00 -0.57
Standard Deviation(%) NA 332.77 315.08 268.91 322.68 NA NA 191.00 417.76 274.30 205.21 155.17 370.32 276.02 351.17 499.68 355.98 237.48 195.00 69.31 228.06 166.29
Draw Down(%) NA 94.12 94.12 98.00 99.34 NA NA 66.67 88.89 75.00 66.67 80.95 82.51 88.33 40.00 94.00 99.34 81.38 78.00 50.00 80.00 80.00
Yield(%) 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 0.00
Data as of 06/05/2026, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTRX (Unitronix Corporation) -78.46%
Sep 2014 – Sep 2017
-74.88%
Jan 2013 – Jan 2018
-14.87%
Mar 2013 – Mar 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UTRX (Unitronix Corporation) 915.86%
Apr 2018 – Apr 2021
289.81%
Sep 2017 – Sep 2022
31.95%
Oct 2014 – Oct 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return