Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVNVY (EVN AG ADR) | NA | -40.33% | 2.88% | 2.87% | 4.44% | -1.28% | 5.36% | … | … |
Data as of 12/13/2022, Common starting date is 05/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVNVY (EVN AG ADR) | 05/12/1997 | 12/13/2022 |
| 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 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -40.33 | 2.88 | 2.87 | 4.44 | -1.28 | 5.36 | … | … | -40.33 | 53.04 | 2.84 | 43.30 | -13.12 | 37.01 | 8.98 | 6.05 | -22.32 | 0.63 | 27.77 | -22.89 | -8.29 | 36.76 | -53.93 | 13.28 | 46.33 | 34.03 | 21.67 | 26.15 | 15.40 | 25.03 | -40.88 | 8.41 | 5.77 | -5.45 |
| Sharpe Ratio | NA | -0.98 | 0.05 | 0.04 | 0.09 | NA | NA | … | … | -0.99 | 1.09 | 0.05 | 1.01 | -0.32 | 1.58 | 0.18 | 0.12 | -0.74 | 0.02 | 0.64 | -0.47 | -0.22 | 0.81 | -1.18 | 0.38 | 1.37 | 1.47 | 1.15 | 1.01 | 0.48 | 0.23 | -0.81 | 0.17 | 0.07 | -0.41 |
| Standard Deviation(%) | NA | 42.01 | 51.39 | 47.70 | 43.08 | NA | NA | … | … | 42.10 | 51.66 | 57.32 | 41.66 | 45.70 | 23.06 | 49.71 | 50.23 | 30.01 | 29.31 | 43.95 | 48.71 | 38.21 | 45.30 | 46.36 | 27.01 | 31.66 | 21.63 | 18.05 | 25.33 | 29.87 | 101.54 | 55.82 | 31.13 | 36.65 | 28.88 |
| Draw Down(%) | NA | 48.71 | 48.71 | 48.71 | 48.71 | NA | NA | … | … | 48.71 | 20.33 | 32.64 | 15.64 | 34.43 | 11.61 | 24.83 | 19.71 | 27.55 | 28.86 | 20.07 | 35.22 | 36.97 | 19.31 | 60.00 | 14.29 | 27.11 | 13.94 | 9.91 | 18.65 | 18.85 | 46.67 | 54.72 | 22.03 | 24.71 | 27.07 |
| Yield(%) | 0.00 | 1.98 | 3.37 | 2.84 | 3.23 | 1.53 | 4.41 | … | … | 2.33 | 3.00 | 2.75 | 0.36 | 3.61 | 3.59 | 3.77 | 3.85 | 3.44 | 3.44 | 4.21 | 3.15 | 2.56 | 3.39 | 1.69 | 1.54 | 1.73 | 1.95 | 1.94 | 1.93 | 1.64 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 12/13/2022, Common starting date is 05/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVNVY (EVN AG ADR) |
-21.85%
May 2007 – May 2010 |
-15.61%
May 2008 – May 2013 |
-5.86%
Nov 2006 – Nov 2016 |
-1.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVNVY (EVN AG ADR) |
41.20%
Nov 2003 – Nov 2006 |
31.28%
Oct 2000 – Oct 2005 |
14.04%
Oct 1997 – Oct 2007 |
8.08%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison Chart