Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZD (United States Cellular Corporat) | -0.59% | -13.73% | 11.54% | 0.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/21/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZD (United States Cellular Corporat) | 08/21/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.51 | -13.73 | 11.54 | 0.46 | NA | NA | NA | … | … | -0.59 | -6.47 | 27.47 | 32.25 | -36.69 | 8.24 | 3.38 |
| Sharpe Ratio | NA | -0.86 | 0.49 | -0.09 | NA | NA | NA | … | … | -0.53 | -0.49 | 1.02 | 0.79 | -1.72 | 0.98 | 1.13 |
| Standard Deviation(%) | NA | 19.37 | 22.42 | 23.97 | NA | NA | NA | … | … | 13.94 | 19.33 | 23.31 | 36.67 | 22.28 | 8.42 | 8.47 |
| Draw Down(%) | NA | 23.99 | 23.99 | 45.73 | NA | NA | NA | … | … | 8.59 | 23.99 | 8.52 | 30.68 | 37.96 | 5.25 | 3.00 |
| Yield(%) | 2.00 | 6.48 | 9.03 | 5.71 | 3.44 | 2.29 | 1.72 | … | … | 3.85 | 6.66 | 8.04 | 8.83 | 5.75 | 5.91 | 1.81 |
Data as of 06/04/2026, Common starting date is 08/21/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZD (United States Cellular Corporat) |
-8.20%
Oct 2020 – Oct 2023 |
0.86%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZD (United States Cellular Corporat) |
16.39%
Dec 2022 – Dec 2025 |
3.44%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart