Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZB (United States Cellular Corporation SR NT 120163) | NA | 7.42% | 6.58% | 4.81% | NA | NA | NA | … | … |
Data as of 05/11/2021, Common starting date is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZB (United States Cellular Corporation SR NT 120163) | 01/05/2015 | 05/11/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.04 | 7.42 | 6.58 | 4.81 | NA | NA | NA | … | … | 0.16 | 3.32 | 14.04 | -8.44 | 1.22 | -0.90 | 3.14 |
| Sharpe Ratio | NA | 0.45 | 0.14 | 0.13 | NA | NA | NA | … | … | 0.09 | 0.06 | 1.36 | -0.87 | 0.07 | -0.10 | 0.48 |
| Standard Deviation(%) | NA | 8.26 | 32.18 | 25.66 | NA | NA | NA | … | … | 4.75 | 54.04 | 9.40 | 11.17 | 8.19 | 10.69 | 6.60 |
| Draw Down(%) | NA | 4.38 | 43.38 | 43.38 | NA | NA | NA | … | … | 2.10 | 43.38 | 6.16 | 13.36 | 6.30 | 11.24 | 5.10 |
| Yield(%) | 0.00 | 7.12 | 7.01 | 5.47 | 3.81 | 2.54 | 1.90 | … | … | 1.74 | 6.95 | 7.58 | 7.08 | 1.76 | 5.34 | 7.15 |
Data as of 05/11/2021, Common starting date is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZB (United States Cellular Corporation SR NT 120163) |
-0.94%
Mar 2017 – Mar 2020 |
2.54%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZB (United States Cellular Corporation SR NT 120163) |
7.81%
Jan 2018 – Jan 2021 |
6.39%
May 2015 – May 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart