Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDV (Indivior PLC) | 4.85% | 176.82% | 23.96% | 75.81% | 27.63% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/29/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDV (Indivior PLC) | 12/29/2014 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.44 | 176.82 | 23.96 | 75.81 | 27.63 | NA | NA | … | … | 4.85 | 191.31 | -18.93 | -29.79 | 530.43 | 135.49 | 181.73 | -61.48 | -75.45 | 54.90 | 30.51 | 20.89 | 5.63 |
| Sharpe Ratio | NA | 4.43 | 0.36 | 0.49 | 0.21 | NA | NA | … | … | 0.24 | 3.79 | -0.37 | -0.69 | 1.70 | 2.80 | 1.55 | -0.48 | -0.79 | 0.96 | 0.56 | 0.43 | 3,310.04 |
| Standard Deviation(%) | NA | 39.30 | 57.02 | 148.60 | 124.86 | NA | NA | … | … | 38.07 | 51.03 | 69.39 | 49.98 | 314.58 | 48.32 | 116.22 | 131.09 | 96.94 | 57.03 | 54.28 | 48.74 | 30.12 |
| Draw Down(%) | NA | 21.37 | 69.89 | 84.24 | 93.82 | NA | NA | … | … | 20.61 | 34.00 | 67.57 | 41.23 | 84.24 | 21.33 | 32.43 | 74.38 | 85.83 | 35.15 | 29.24 | 34.94 | 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 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/29/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDV (Indivior PLC) |
-50.37%
Feb 2017 – Feb 2020 |
-27.70%
Jan 2015 – Jan 2020 |
13.44%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDV (Indivior PLC) |
265.32%
Jan 2020 – Jan 2023 |
105.34%
Apr 2019 – Apr 2024 |
32.76%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart