Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAVEF (Cavotec SA) | NA | 0.00% | 12.75% | -3.35% | NA | NA | NA | … | … |
Data as of 03/02/2022, Common starting date is 07/25/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAVEF (Cavotec SA) | 07/25/2014 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 12.75 | -3.35 | NA | NA | NA | … | … | 0.00 | 0.00 | 6.97 | 34.00 | -40.94 | -0.39 | -51.70 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.42 | -0.13 | NA | NA | NA | … | … | 0.00 | 0.00 | 1.22 | 0.64 | -0.94 | -2.61 | -0.71 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | NA | 29.25 | 30.59 | NA | NA | NA | … | … | NA | NA | 5.49 | 50.96 | 45.14 | 0.39 | 72.78 | NA | NA |
| Draw Down(%) | NA | 0.00 | 18.00 | 53.05 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 22.64 | 42.75 | 0.39 | 51.70 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2022, Common starting date is 07/25/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVEF (Cavotec SA) |
-36.37%
May 2016 – May 2019 |
-25.28%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAVEF (Cavotec SA) |
12.75%
Dec 2018 – Dec 2021 |
-3.35%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart