Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMSVY (HomeServe plc) | NA | 168.87% | 39.05% | 21.87% | NA | NA | NA | … | … |
Data as of 01/17/2023, Common starting date is 05/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMSVY (HomeServe plc) | 05/01/2013 | 01/17/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 168.87 | 39.05 | 21.87 | NA | NA | NA | … | … | 0.00 | 168.87 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -9.21 | 46.34 | 11.53 |
| Sharpe Ratio | NA | 1.73 | 0.69 | 0.49 | NA | NA | NA | … | … | 0.00 | 1.75 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -0.96 | 1.22 | 1.32 |
| Standard Deviation(%) | NA | 96.52 | 55.69 | 43.12 | NA | NA | NA | … | … | NA | 96.52 | NA | NA | NA | NA | NA | NA | 9.67 | 38.07 | 13.33 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 9.21 | 0.00 | 0.00 |
| 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 | 0.00 | 0.00 |
Data as of 01/17/2023, Common starting date is 05/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMSVY (HomeServe plc) |
-3.17%
Jun 2014 – Jun 2017 |
-1.91%
Jun 2014 – Jun 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMSVY (HomeServe plc) |
39.05%
May 2019 – May 2022 |
21.87%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart