Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNVVY (ConvaTec Group plc ADR) | -16.06% | -31.18% | 2.17% | -3.07% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/27/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNVVY (ConvaTec Group plc ADR) | 01/27/2017 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.76 | -31.18 | 2.17 | -3.07 | NA | NA | NA | … | … | -16.06 | 16.48 | -7.22 | 15.61 | 8.39 | -4.06 | 11.19 | 48.80 | -35.11 | -7.60 |
| Sharpe Ratio | NA | -0.93 | -0.01 | -0.13 | NA | NA | NA | … | … | -0.88 | 0.34 | -0.30 | 0.36 | 0.16 | -0.12 | 0.28 | 1.21 | -0.65 | -0.16 |
| Standard Deviation(%) | NA | 35.78 | 38.25 | 38.22 | NA | NA | NA | … | … | 37.48 | 40.55 | 36.45 | 33.40 | 43.75 | 32.98 | 38.92 | 39.14 | 56.40 | 54.53 |
| Draw Down(%) | NA | 34.49 | 34.49 | 39.78 | NA | NA | NA | … | … | 23.61 | 26.78 | 25.37 | 18.12 | 25.50 | 33.02 | 39.20 | 20.32 | 46.35 | 46.80 |
| Yield(%) | 0.00 | 1.81 | 2.47 | 1.82 | 1.79 | 1.20 | 0.90 | … | … | 1.67 | 2.39 | 2.06 | 2.24 | 2.29 | 2.04 | 2.11 | 3.42 | 2.14 | 0.49 |
Data as of 06/09/2026, Common starting date is 01/27/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVVY (ConvaTec Group plc ADR) |
-15.07%
Jun 2017 – Jun 2020 |
-7.73%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVVY (ConvaTec Group plc ADR) |
19.00%
Mar 2019 – Mar 2022 |
17.60%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart