Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEITF (Devro plc) | NA | 58.65% | 32.52% | 14.18% | 2.82% | NA | NA | … | … |
Data as of 04/27/2023, Common starting date is 03/15/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEITF (Devro plc) | 03/15/2012 | 04/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 58.65 | 32.52 | 14.18 | 2.82 | NA | NA | … | … | 47.61 | 3.78 | 59.78 | -2.78 | 5.07 | -24.57 | 42.17 | -47.18 | 5.88 | -10.93 | 0.04 | 4.07 |
| Sharpe Ratio | NA | 1.60 | 1.24 | 0.59 | 0.09 | NA | NA | … | … | 3.89 | 0.35 | 2.37 | -0.31 | 1.17 | -0.90 | 1.72 | -1.29 | 1.67 | -0.37 | 0.00 | 0.36 |
| Standard Deviation(%) | NA | 34.72 | 25.37 | 22.13 | 24.22 | NA | NA | … | … | 60.56 | 6.93 | 25.18 | 9.60 | 3.14 | 28.76 | 24.28 | 36.64 | 3.51 | 29.81 | 15.39 | 14.11 |
| Draw Down(%) | NA | 0.00 | 10.45 | 28.32 | 52.92 | NA | NA | … | … | 0.00 | 3.44 | 8.67 | 10.45 | 0.00 | 29.02 | 10.56 | 48.48 | 0.00 | 27.70 | 10.08 | 11.11 |
| Yield(%) | 0.00 | 7.83 | 8.08 | 5.04 | 2.71 | 2.05 | 1.54 | … | … | 3.56 | 4.12 | 9.15 | 8.56 | 4.09 | 3.93 | 4.91 | 2.97 | 3.28 | 3.02 | 1.78 | 1.82 |
Data as of 04/27/2023, Common starting date is 03/15/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEITF (Devro plc) |
-20.85%
Nov 2013 – Nov 2016 |
-11.79%
Nov 2013 – Nov 2018 |
-1.33%
Apr 2012 – Apr 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEITF (Devro plc) |
31.63%
Feb 2020 – Feb 2023 |
14.14%
Feb 2018 – Feb 2023 |
2.41%
Feb 2013 – Feb 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart