Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UZF (United States Cellular Corporat) | 0.15% | -15.61% | 11.86% | -0.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/27/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UZF (United States Cellular Corporat) | 05/27/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.97 | -15.61 | 11.86 | -0.73 | NA | NA | NA | … | … | 0.15 | -15.28 | 36.21 | 32.23 | -40.89 | 6.27 |
| Sharpe Ratio | NA | -1.01 | 0.47 | -0.14 | NA | NA | NA | … | … | -0.43 | -0.93 | 1.33 | 0.75 | -1.72 | 1.53 |
| Standard Deviation(%) | NA | 18.87 | 23.37 | 25.20 | NA | NA | NA | … | … | 12.80 | 19.70 | 24.55 | 38.38 | 24.69 | 6.97 |
| Draw Down(%) | NA | 25.54 | 25.54 | 47.97 | NA | NA | NA | … | … | 9.54 | 25.54 | 8.68 | 30.88 | 42.36 | 4.93 |
| Yield(%) | 1.96 | 6.31 | 9.11 | 5.48 | 2.73 | 1.82 | 1.36 | … | … | 3.84 | 6.12 | 7.82 | 9.11 | 5.24 | 2.93 |
Data as of 06/04/2026, Common starting date is 05/27/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZF (United States Cellular Corporat) |
-1.03%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UZF (United States Cellular Corporat) |
15.12%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart