Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVST (Aurum Resource and Asset Management Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | NA | … | … |
Data as of 08/17/2022, Common starting date is 03/08/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVST (Aurum Resource and Asset Management Inc) | 03/08/2007 | 08/17/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | … | … | -100.00 | -76.92 | -14.53 | -68.25 | 1,396.87 | 190.91 | -9.09 | -91.36 | -99.76 | 18.00 | 4,900.00 | 900.00 | -67.74 | -97.93 | 50.00 | -33.33 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | -0.40 | -0.08 | -0.44 | 6.39 | 0.54 | -0.03 | -0.40 | -0.38 | 0.10 | 7.63 | 0.36 | -0.03 | -0.17 | 0.29 | -0.24 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 192.04 | 186.25 | 158.31 | 218.29 | 357.50 | 350.66 | 226.14 | 262.46 | 181.37 | 663.38 | 2,077.89 | 2,205.27 | 565.98 | 169.49 | 171.58 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 76.92 | 65.22 | 68.25 | 68.18 | 92.94 | 88.89 | 97.98 | 99.82 | 73.24 | 92.86 | 99.33 | 95.00 | 99.33 | 80.00 | 81.82 |
| 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 |
Data as of 08/17/2022, Common starting date is 03/08/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVST (Aurum Resource and Asset Management Inc) |
-94.94%
May 2013 – May 2016 |
-79.31%
Sep 2011 – Sep 2016 |
-57.25%
Jun 2012 – Jun 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVST (Aurum Resource and Asset Management Inc) |
484.80%
Mar 2011 – Mar 2014 |
76.11%
Oct 2015 – Oct 2020 |
-0.25%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart