Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CONVWX | NA | 8.47% | NA | NA | NA | NA | NA | … | … |
Data as of 12/09/2021, Common starting date is 12/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONVWX | 12/13/2019 | 12/09/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 8.47 | NA | NA | NA | NA | NA | … | … | 5.43 | 10.99 | 0.59 |
| Sharpe Ratio | NA | 0.63 | NA | NA | NA | NA | NA | … | … | 0.42 | 0.22 | 2.20 |
| Standard Deviation(%) | NA | 13.45 | NA | NA | NA | NA | NA | … | … | 13.64 | 49.02 | 6.09 |
| Draw Down(%) | NA | 11.10 | NA | NA | NA | NA | NA | … | … | 11.10 | 50.63 | 1.08 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 12/09/2021, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONVWX (CONVWX) |
0.00%
NA |
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 |
|---|---|---|---|---|
| CONVWX (CONVWX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart