Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UVSP (Univest Financial Corporation) | 25.45% | 44.79% | 34.60% | 10.30% | 10.48% | 10.40% | 5.99% | … | … |
Data as of 06/05/2026, Common starting date is 04/16/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UVSP (Univest Financial Corporation) | 04/16/1998 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | 44.79 | 34.60 | 10.30 | 10.48 | 10.40 | 5.99 | … | … | 25.45 | 14.26 | 38.82 | -12.09 | -9.94 | 49.61 | -20.52 | 28.13 | -20.77 | -6.59 | 53.51 | 7.42 | 1.90 | 26.24 | 22.84 | -19.48 | 14.25 | -43.08 | 57.20 | -28.29 | 29.18 | -45.81 | 10.88 | 66.99 | 17.99 | 62.20 | -12.25 | -24.44 | -5.59 |
| Sharpe Ratio | NA | 1.26 | 0.99 | 0.24 | 0.27 | NA | NA | … | … | 2.45 | 0.40 | 1.07 | -0.45 | -0.45 | 1.58 | -0.34 | 1.26 | -1.02 | -0.29 | 2.76 | 0.36 | 0.08 | 1.25 | 0.81 | -0.41 | 0.36 | -0.68 | 0.66 | -0.63 | 0.75 | -0.93 | 0.36 | 2.35 | 1.62 | 3.43 | -0.54 | -0.86 | -0.40 |
| Standard Deviation(%) | NA | 26.38 | 30.62 | 30.03 | 32.51 | NA | NA | … | … | 24.52 | 28.86 | 32.97 | 35.03 | 25.62 | 31.34 | 61.19 | 21.21 | 21.75 | 24.72 | 19.34 | 20.60 | 23.09 | 20.95 | 28.35 | 47.26 | 39.38 | 63.44 | 84.94 | 50.34 | 34.61 | 51.56 | 27.43 | 28.20 | 10.41 | 17.79 | 30.35 | 32.32 | 27.75 |
| Draw Down(%) | NA | 14.01 | 21.05 | 45.43 | 53.45 | NA | NA | … | … | 8.72 | 20.01 | 15.52 | 42.55 | 23.49 | 15.44 | 48.09 | 11.01 | 29.42 | 15.90 | 9.92 | 10.22 | 13.83 | 9.53 | 15.28 | 35.08 | 25.80 | 51.81 | 29.73 | 40.72 | 11.89 | 50.65 | 28.71 | 9.59 | 3.34 | 3.01 | 25.71 | 33.81 | 12.00 |
| Yield(%) | 0.00 | 3.09 | 4.68 | 2.89 | 4.00 | 5.09 | 3.04 | … | … | 1.39 | 3.00 | 3.82 | 3.23 | 2.74 | 3.90 | 2.25 | 3.65 | 2.85 | 2.59 | 3.91 | 4.00 | 3.88 | 4.46 | 5.32 | 4.05 | 4.51 | 2.41 | 3.83 | 2.57 | 3.20 | 2.34 | 2.41 | 2.48 | 2.61 | 3.69 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/16/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVSP (Univest Financial Corporation) |
-25.63%
Sep 2008 – Sep 2011 |
-16.63%
Nov 2004 – Nov 2009 |
-6.52%
Jan 2004 – Jan 2014 |
-2.15%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UVSP (Univest Financial Corporation) |
58.21%
Jan 2001 – Jan 2004 |
27.44%
Mar 2000 – Mar 2005 |
11.52%
Sep 2011 – Sep 2021 |
9.74%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart