Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVRBY (Universal Robina Corp ADR) | NA | -17.33% | -11.88% | -9.70% | -7.92% | NA | NA | … | … |
Data as of 09/04/2025, Common starting date is 02/20/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVRBY (Universal Robina Corp ADR) | 02/20/2014 | 09/04/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.33 | -11.88 | -9.70 | -7.92 | NA | NA | … | … | 14.12 | -30.01 | -24.66 | 1.69 | -14.21 | -3.19 | 31.30 | -14.13 | -21.75 | -1.07 | 3.35 | 33.27 |
| Sharpe Ratio | NA | -0.33 | -0.23 | -0.20 | -0.19 | NA | NA | … | … | 0.27 | -0.93 | -0.33 | 0.01 | -0.27 | -0.05 | 1.53 | -0.48 | -0.68 | -0.08 | 0.08 | 2.56 |
| Standard Deviation(%) | NA | 62.30 | 65.15 | 58.59 | 48.19 | NA | NA | … | … | 66.94 | 36.96 | 86.83 | 44.49 | 53.36 | 62.32 | 19.48 | 32.49 | 33.01 | 16.13 | 39.53 | 15.39 |
| Draw Down(%) | NA | 43.88 | 62.09 | 66.49 | 73.95 | NA | NA | … | … | 29.51 | 39.19 | 30.09 | 24.91 | 24.12 | 37.39 | 6.72 | 37.33 | 32.47 | 17.35 | 26.15 | 1.59 |
| Yield(%) | 0.00 | 1.99 | 2.45 | 2.20 | 1.27 | 1.32 | 0.99 | … | … | 2.55 | 3.55 | 2.50 | 2.53 | 2.16 | 1.88 | 2.30 | 0.93 | 0.75 | 0.81 | 0.88 | 1.13 |
Data as of 09/04/2025, Common starting date is 02/20/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVRBY (Universal Robina Corp ADR) |
-22.43%
Jan 2022 – Jan 2025 |
-17.26%
Jan 2020 – Jan 2025 |
-11.99%
Feb 2015 – Feb 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVRBY (Universal Robina Corp ADR) |
13.09%
Jun 2018 – Jun 2021 |
6.55%
Jun 2018 – Jun 2023 |
-2.72%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart