Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVVY (INDIVIOR PLC ADR) | NA | 14.16% | 62.31% | -8.22% | NA | NA | NA | … | … |
Data as of 06/09/2023, Common starting date is 06/10/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVVY (INDIVIOR PLC ADR) | 06/10/2015 | 06/09/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.77 | 14.16 | 62.31 | -8.22 | NA | NA | NA | … | … | -3.32 | 31.47 | 137.73 | 182.46 | -63.40 | -75.20 | 53.68 | 31.59 | -23.08 |
| Sharpe Ratio | NA | 0.12 | 0.74 | -0.09 | NA | NA | NA | … | … | -0.11 | 0.53 | 3.27 | 1.14 | -0.50 | -0.78 | 0.98 | 0.54 | -1.18 |
| Standard Deviation(%) | NA | 87.08 | 82.35 | 110.86 | NA | NA | NA | … | … | 109.65 | 57.43 | 42.14 | 158.49 | 129.24 | 98.37 | 54.65 | 57.78 | 31.67 |
| Draw Down(%) | NA | 32.69 | 59.44 | 93.60 | NA | NA | NA | … | … | 32.69 | 34.23 | 21.81 | 62.05 | 73.68 | 85.80 | 35.39 | 32.81 | 34.16 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.35 | 0.23 | 0.18 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.48 | 0.88 |
Data as of 06/09/2023, Common starting date is 06/10/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVVY (INDIVIOR PLC ADR) |
-50.02%
Feb 2017 – Feb 2020 |
-14.65%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVVY (INDIVIOR PLC ADR) |
110.15%
Jan 2020 – Jan 2023 |
-0.04%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart