Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVTGX | NA | -41.56% | NA | NA | NA | NA | NA | … | … |
Data as of 12/31/2021, Common starting date is 02/21/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVTGX | 02/21/2019 | 12/31/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.02 | -41.56 | NA | NA | NA | NA | NA | … | … | -41.56 | -13.85 | -10.91 |
| Sharpe Ratio | NA | -1.82 | NA | NA | NA | NA | NA | … | … | -1.82 | -1.47 | -1.26 |
| Standard Deviation(%) | NA | 22.85 | NA | NA | NA | NA | NA | … | … | 22.85 | 9.52 | 11.12 |
| Draw Down(%) | NA | 41.69 | NA | NA | NA | NA | NA | … | … | 41.69 | 14.82 | 13.02 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 |
Data as of 12/31/2021, Common starting date is 02/21/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVTGX (INVTGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVTGX (INVTGX) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart