Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAVA (Endava plc) | -56.49% | -83.77% | -61.59% | -51.73% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAVA (Endava plc) | 07/30/2018 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.41 | -83.77 | -61.59 | -51.73 | NA | NA | NA | … | … | -56.49 | -78.58 | -60.82 | 1.76 | -54.44 | 118.79 | 64.70 | 92.96 | 3.87 |
| Sharpe Ratio | NA | -1.15 | -0.95 | -0.87 | NA | NA | NA | … | … | -1.35 | -1.07 | -0.99 | -0.05 | -0.89 | 3.31 | 1.24 | 2.24 | 0.14 |
| Standard Deviation(%) | NA | 73.53 | 67.38 | 62.42 | NA | NA | NA | … | … | 65.02 | 76.76 | 68.42 | 49.42 | 62.78 | 35.84 | 51.73 | 40.82 | 55.47 |
| Draw Down(%) | NA | 83.53 | 96.51 | 98.36 | NA | NA | NA | … | … | 60.14 | 82.46 | 70.52 | 51.65 | 62.05 | 18.08 | 46.70 | 17.00 | 31.03 |
| 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 06/10/2026, Common starting date is 07/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVA (Endava plc) |
-61.11%
Feb 2023 – Feb 2026 |
-49.96%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVA (Endava plc) |
90.87%
Dec 2018 – Dec 2021 |
26.38%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart