Performance analysis of United-Guardian (UG)
Annual Return
Over the past 3 years, UG has had an average annual return of -0.73%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, UG has had an average annual return of -11.12%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, UG has had an average annual return of -3.50%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Nov 1, 1999, UG has had an average annual return of +7.22%, underperforming the benchmark SPY, which returned +8.59% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.44% | -31.50% | +40.48% | -30.18% | -33.40% | +22.47% | -23.23% | +13.14% | +4.92% | +25.43% | -15.32% | +1.38% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| -27.47% | +48.42% | +37.82% | +14.82% | +27.96% | +32.24% | -6.59% | +20.91% | +6.54% | +12.49% | +13.36% | +89.40% |
| 2002 | 2001 | 2000 | 1999 | ||||||||
| -17.16% | +28.49% | +20.72% | -6.11% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +17.05% | -3.47% | -0.30% | +6.42% | -2.81% | +0.79% | +17.44% | ||||||
| 2025 | +20.66% | -7.20% | -13.31% | -12.01% | +4.93% | -3.63% | +0.42% | +7.82% | -6.55% | -8.77% | -19.25% | +6.39% | -31.50% |
| 2024 | +6.67% | +10.52% | -7.44% | +7.32% | +13.52% | -4.08% | +27.45% | +28.93% | +11.36% | -16.44% | -25.85% | -2.85% | +40.48% |
| 2023 | +10.06% | +2.61% | -20.27% | +2.45% | -10.07% | -4.58% | +0.46% | -7.18% | -1.06% | -19.26% | +33.60% | -11.36% | -30.18% |
| 2022 | +14.89% | +5.61% | +13.93% | -5.28% | -3.39% | -26.34% | +4.80% | +0.57% | -28.10% | +18.93% | -15.88% | -5.72% | -33.40% |
| 2021 | -2.84% | +0.21% | +8.21% | -3.50% | +17.35% | -10.01% | +2.93% | -0.91% | -7.25% | -1.34% | +18.41% | +3.20% | +22.47% |
| 2020 | -13.69% | -13.33% | -1.70% | +0.69% | +8.32% | -3.77% | -2.63% | +1.94% | +3.09% | -6.30% | +5.85% | -1.99% | -23.23% |
| 2019 | +6.98% | +1.68% | -4.01% | -0.73% | +6.35% | -4.42% | +4.15% | -3.42% | +0.26% | +0.79% | +5.97% | -0.31% | +13.14% |
| 2018 | -0.43% | +1.79% | -5.17% | -2.08% | +13.09% | -0.26% | -3.39% | -0% | -12.70% | +6.32% | +2.16% | +7.91% | +4.92% |
| 2017 | -1.29% | -2.61% | -0.34% | -5.05% | +12.63% | -0.30% | -0.67% | +10.75% | +14.71% | -3.85% | -9.33% | +11.62% | +25.43% |
Drawdown analysis of United-Guardian (UG)
The maximum drawdown for the UG was -76.03%, occurring on Nov 3, 2023. This drawdown has not yet recovered.
The current UG drawdown is -66.31%.
Since Nov 1, 1999 UG has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 4 times
- 30% or more: 7 times
- 20% or more: 10 times
- 10% or more: 21 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -76.03% | Apr 11, 2022 | 394 | Nov 3, 2023 | Ongoing | Ongoing | Ongoing |
| -56.48% | Jul 16, 2007 | 414 | Mar 6, 2009 | 266 | Mar 26, 2010 | 680 |
| -56.20% | May 8, 2014 | 563 | Aug 2, 2016 | 1430 | Apr 6, 2022 | 1993 |
| -55.78% | Apr 12, 2002 | 128 | Oct 14, 2002 | 169 | Jun 17, 2003 | 297 |
| -36.24% | Apr 25, 2001 | 99 | Sep 20, 2001 | 138 | Apr 10, 2002 | 237 |
| -34.23% | Nov 20, 2003 | 181 | Aug 12, 2004 | 80 | Dec 6, 2004 | 261 |
| -33.20% | Mar 9, 2000 | 199 | Dec 20, 2000 | 58 | Mar 16, 2001 | 257 |
| -29.99% | Dec 5, 2005 | 178 | Aug 21, 2006 | 178 | May 8, 2007 | 356 |
| -28.99% | Jun 4, 2012 | 42 | Aug 2, 2012 | 126 | Feb 5, 2013 | 168 |
| -23.28% | Nov 12, 1999 | 29 | Dec 27, 1999 | 37 | Feb 17, 2000 | 66 |
| -16.97% | Feb 5, 2013 | 29 | Mar 19, 2013 | 35 | May 8, 2013 | 64 |
| -16.55% | Jan 3, 2005 | 76 | Apr 22, 2005 | 41 | Jun 21, 2005 | 117 |
| -16.10% | May 30, 2007 | 8 | Jun 11, 2007 | 22 | Jul 12, 2007 | 30 |
| -16.06% | Jun 17, 2003 | 9 | Jun 30, 2003 | 37 | Aug 21, 2003 | 46 |
| -15.08% | May 24, 2011 | 52 | Aug 8, 2011 | 90 | Dec 14, 2011 | 142 |
| -14.94% | Apr 5, 2010 | 74 | Jul 20, 2010 | 39 | Sep 14, 2010 | 113 |
| -14.30% | Aug 15, 2013 | 59 | Nov 7, 2013 | 20 | Dec 6, 2013 | 79 |
| -12.24% | Aug 22, 2003 | 46 | Oct 28, 2003 | 6 | Nov 5, 2003 | 52 |
| -11.53% | Dec 7, 2010 | 5 | Dec 14, 2010 | 38 | Feb 8, 2011 | 43 |
| -11.46% | Jul 12, 2005 | 18 | Aug 5, 2005 | 26 | Sep 13, 2005 | 44 |
| -11.30% | Mar 21, 2001 | 1 | Mar 22, 2001 | 15 | Apr 12, 2001 | 16 |
| -9.91% | Sep 16, 2010 | 37 | Nov 8, 2010 | 6 | Nov 16, 2010 | 43 |
| -9.88% | May 28, 2013 | 29 | Jul 9, 2013 | 7 | Jul 18, 2013 | 36 |
| -9.72% | Dec 6, 2013 | 6 | Dec 16, 2013 | 71 | Mar 31, 2014 | 77 |
| -8.38% | May 4, 2012 | 5 | May 11, 2012 | 2 | May 15, 2012 | 7 |