Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVU (Investview Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 10/01/2024, Common starting date is 01/18/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVU (Investview Inc) | 01/18/2000 | 10/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | 100.00 | -83.33 | -60.00 | 265.85 | 583.33 | -91.44 | 1,902.86 | -97.67 | -94.00 | 2.04 | -18.33 | 50.00 | -81.82 | 52.78 | -60.00 | -65.38 | -21.21 | -34.07 | -85.42 | 71.43 | 40.00 | -68.75 | -14.67 | 0.00 |
| Sharpe Ratio | NA | -0.19 | -0.26 | -0.02 | -0.14 | NA | NA | … | … | -0.21 | 0.46 | -0.42 | -0.35 | 1.76 | 2.32 | -0.40 | 7.28 | -0.28 | -0.23 | 0.01 | -0.09 | 0.25 | -0.45 | 0.32 | -0.33 | -0.51 | -0.16 | -0.23 | -0.41 | 0.29 | 0.13 | -1.29 | -0.17 | -0.01 |
| Standard Deviation(%) | NA | 292.03 | 234.91 | 210.14 | 263.75 | NA | NA | … | … | 319.47 | 210.99 | 203.23 | 173.93 | 150.24 | 250.60 | 233.54 | 264.62 | 355.29 | 402.32 | 164.88 | 193.44 | 198.29 | 181.11 | 164.68 | 182.96 | 130.88 | 154.49 | 163.99 | 212.17 | 239.96 | 294.71 | 54.29 | 104.47 | 601.70 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 66.67 | 90.00 | 93.16 | 63.41 | 85.73 | 91.44 | 53.33 | 98.60 | 97.20 | 66.53 | 67.14 | 72.36 | 81.82 | 57.50 | 78.57 | 80.77 | 66.04 | 82.00 | 93.89 | 80.39 | 80.00 | 68.75 | 57.33 | 66.68 |
| 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 | 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 10/01/2024, Common starting date is 01/18/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVU (Investview Inc) |
-88.74%
Dec 2013 – Dec 2016 |
-76.45%
Feb 2012 – Feb 2017 |
-64.49%
Jan 2007 – Jan 2017 |
-58.43%
Dec 2001 – Dec 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVU (Investview Inc) |
172.35%
Jul 2018 – Jul 2021 |
100.00%
Aug 2016 – Aug 2021 |
-23.56%
Mar 2011 – Mar 2021 |
-31.02%
Mar 2006 – Mar 2021 |
Annualized Rolling Returns Comparison Chart