Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVWCX (IVA WORLDWIDE FUND CLASS C) | NA | -35.07% | -10.51% | -5.76% | -0.36% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVWCX (IVA WORLDWIDE FUND CLASS C) | 10/29/2008 | 01/07/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -35.07 | -10.51 | -5.76 | -0.36 | NA | NA | … | … | 0.00 | -33.73 | -1.46 | 11.59 | -8.25 | 12.71 | 5.41 | -3.23 | 2.50 | 16.05 | 5.75 | -2.90 | 17.64 | 22.14 | 10.92 |
| Sharpe Ratio | NA | -0.78 | -0.39 | -0.29 | -0.05 | NA | NA | … | … | NA | -0.83 | -0.09 | 1.39 | -1.29 | 3.78 | 0.75 | -0.48 | 0.49 | 2.58 | 0.66 | -0.19 | 1.87 | 2.18 | 3.48 |
| Standard Deviation(%) | NA | 45.19 | 28.61 | 22.49 | 16.62 | NA | NA | … | … | NA | 56.35 | 19.37 | 7.32 | 7.44 | 3.21 | 6.93 | 6.82 | 5.08 | 6.22 | 8.75 | 15.25 | 9.40 | 10.12 | 24.00 |
| Draw Down(%) | NA | 37.27 | 37.27 | 37.27 | 37.27 | NA | NA | … | … | NA | 37.27 | 25.98 | 7.00 | 12.97 | 0.98 | 4.99 | 7.77 | 5.61 | 4.17 | 10.39 | 13.45 | 7.12 | 12.74 | 8.74 |
| Yield(%) | 0.00 | 0.00 | 2.34 | 3.67 | 3.71 | 4.51 | 3.38 | … | … | 0.00 | 0.00 | 0.32 | 6.81 | 7.92 | 3.33 | 1.24 | 3.37 | 4.40 | 3.90 | 2.31 | 5.09 | 4.04 | 2.85 | 0.00 |
Data as of 01/07/2022, Common starting date is 10/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVWCX (IVA WORLDWIDE FUND CLASS C) |
-12.58%
Jul 2018 – Jul 2021 |
-5.50%
Dec 2016 – Dec 2021 |
-1.09%
May 2011 – May 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVWCX (IVA WORLDWIDE FUND CLASS C) |
17.30%
Feb 2009 – Feb 2012 |
13.68%
Feb 2009 – Feb 2014 |
8.04%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart