Performance analysis of UNIFI (UFI)
Annual Return
Over the past 3 years, UFI has had an average annual return of -8.77%, underperforming the benchmark SPY, which returned +19.63% annual.
Over the past 5 years, UFI has had an average annual return of -22.93%, underperforming the benchmark SPY, which returned +12.73% annual.
Over the past 10 years, UFI has had an average annual return of -14.17%, underperforming the benchmark SPY, which returned +15.04% annual.
Since Nov 1, 1999, UFI has had an average annual return of -6.33%, underperforming the benchmark SPY, which returned +8.49% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +78.91% | -44.01% | -6.16% | -22.66% | -62.81% | +30.50% | -29.77% | +10.61% | -36.33% | +9.93% | +15.92% | -5.32% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +9.13% | +109.38% | +71.20% | -55.11% | +45.47% | +37.57% | +16.51% | -1.22% | -19.38% | -20.65% | -40.61% | +22.86% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -27.59% | -18.90% | -27.37% | +2.58% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.29% | +1.87% | -9.16% | +1.92% | +9.10% | +19.58% | +31.84% | +78.91% | |||||
| 2025 | +1.27% | -10.41% | -15.17% | +5.84% | -1.41% | +4.02% | -13.03% | -2.62% | +7.65% | -6.28% | -21.79% | +0.31% | -44.01% |
| 2024 | -5.08% | -7.00% | +1.90% | -0.36% | +9.71% | -10.06% | -4.40% | +21.29% | +7.49% | -16.63% | -9.18% | +12.44% | -6.16% |
| 2023 | -0.71% | +21.05% | -21.08% | +7.49% | -17.88% | +11.93% | -2.01% | -12.24% | +2.28% | -5.32% | -3.27% | +2.44% | -22.66% |
| 2022 | -17.88% | -1.27% | -3.57% | -18.95% | +7.78% | -11.07% | -3.07% | -16.64% | -16.29% | -4.13% | -3.95% | -1.69% | -62.81% |
| 2021 | +35% | +4.09% | +10.56% | -1.93% | +1.85% | -11.51% | -3.16% | -1.48% | -5.64% | +9.52% | -15.20% | +13.66% | +30.50% |
| 2020 | -14.81% | -0.70% | -45.96% | -10.38% | +32.66% | -6.19% | -7.15% | +2.26% | +5% | +16.74% | +1.01% | +17.17% | -29.77% |
| 2019 | -6.34% | +3.40% | -12.52% | +4.39% | -6.68% | -3.61% | +2.97% | +2.83% | +13.94% | +24.54% | -10.80% | +3.74% | +10.61% |
| 2018 | -0.72% | -1.72% | +3.57% | -18.31% | +6.42% | +0.61% | -4.83% | +5.43% | -10.94% | -19.20% | +21.33% | -17.76% | -36.33% |
| 2017 | -17.60% | +1.50% | +4.02% | -1.13% | +0.26% | +9.45% | +6.36% | -5.13% | +14.64% | +6.79% | -3.96% | -1.83% | +9.93% |
Drawdown analysis of UNIFI (UFI)
The maximum drawdown for the UFI was -96.85%, occurring on Mar 3, 2009. This drawdown has not yet recovered.
The current UFI drawdown is -86.03%.
Since Nov 1, 1999 UFI has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 2 times
- 30% or more: 2 times
- 20% or more: 2 times
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -96.85% | May 12, 2000 | 2212 | Mar 3, 2009 | Ongoing | Ongoing | Ongoing |
| -41.71% | Dec 10, 1999 | 59 | Mar 7, 2000 | 47 | May 12, 2000 | 106 |
| -9.44% | Nov 30, 1999 | 1 | Dec 1, 1999 | 7 | Dec 10, 1999 | 8 |
| -8.73% | Nov 11, 1999 | 5 | Nov 18, 1999 | 3 | Nov 23, 1999 | 8 |
| -8.33% | Nov 1, 1999 | 6 | Nov 9, 1999 | 2 | Nov 11, 1999 | 8 |
| -0.46% | Nov 23, 1999 | 1 | Nov 24, 1999 | 2 | Nov 29, 1999 | 3 |