Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UUGWF (United Utilities Group PLC) | NA | 12.75% | 11.33% | 8.45% | 4.94% | NA | NA | … | … |
Data as of 12/17/2025, Common starting date is 08/29/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UUGWF (United Utilities Group PLC) | 08/29/2012 | 12/17/2025 |
| 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 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.45 | 12.75 | 11.33 | 8.45 | 4.94 | NA | NA | … | … | 12.75 | 8.35 | 11.08 | -1.44 | 12.17 | 15.01 | 32.23 | -12.59 | 5.40 | -16.96 | 1.13 | 33.54 | 4.48 | -3.23 |
| Sharpe Ratio | NA | 0.47 | 0.36 | 0.25 | 0.12 | NA | NA | … | … | 0.49 | 0.29 | 0.28 | -0.08 | 0.75 | 0.27 | 0.85 | -0.77 | 0.25 | -1.39 | 0.07 | 1.12 | 0.33 | -0.34 |
| Standard Deviation(%) | NA | 20.80 | 21.79 | 24.25 | 28.48 | NA | NA | … | … | 21.19 | 16.38 | 26.94 | 34.94 | 16.12 | 53.92 | 36.33 | 18.28 | 19.21 | 12.37 | 14.78 | 29.96 | 13.44 | 28.19 |
| Draw Down(%) | NA | 11.91 | 15.71 | 29.48 | 36.40 | NA | NA | … | … | 11.91 | 5.90 | 15.71 | 29.28 | 8.99 | 36.40 | 18.72 | 15.34 | 13.25 | 16.96 | 11.18 | 19.41 | 8.29 | 12.21 |
| Yield(%) | 0.00 | 3.08 | 4.85 | 4.82 | 3.82 | 4.21 | 3.16 | … | … | 3.08 | 4.73 | 4.49 | 4.51 | 4.68 | 4.38 | 5.07 | 4.50 | 4.72 | 3.97 | 4.63 | 6.07 | 4.09 | 0.96 |
Data as of 12/17/2025, Common starting date is 08/29/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUGWF (United Utilities Group PLC) |
-10.61%
Nov 2015 – Nov 2018 |
-5.13%
Aug 2014 – Aug 2019 |
2.94%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UUGWF (United Utilities Group PLC) |
22.79%
Nov 2022 – Nov 2025 |
13.62%
Sep 2019 – Sep 2024 |
7.05%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart