Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IZQVF (Indivior PLC) | NA | 507.81% | 143.72% | 42.79% | NA | NA | NA | … | … |
Data as of 08/11/2023, Common starting date is 12/30/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IZQVF (Indivior PLC) | 12/30/2014 | 08/11/2023 |
| 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 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.90 | 507.81 | 143.72 | 42.79 | NA | NA | NA | … | … | 7.31 | 530.43 | 126.41 | 181.73 | -61.48 | -75.45 | 54.91 | 34.46 | 22.05 | 4.17 |
| Sharpe Ratio | NA | 1.59 | 0.76 | 0.25 | NA | NA | NA | … | … | 0.19 | 1.68 | 2.60 | 1.55 | -0.48 | -0.79 | 0.96 | 0.63 | 0.46 | NA |
| Standard Deviation(%) | NA | 316.33 | 187.64 | 167.43 | NA | NA | NA | … | … | 41.96 | 317.10 | 48.62 | 116.32 | 130.98 | 96.87 | 57.03 | 54.25 | 47.79 | 0.00 |
| Draw Down(%) | NA | 84.24 | 84.24 | 89.01 | NA | NA | NA | … | … | 33.48 | 84.24 | 21.33 | 32.43 | 74.35 | 85.84 | 35.15 | 29.24 | 34.32 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.59 | 0.39 | 0.29 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.58 | 1.41 | 0.00 |
Data as of 08/11/2023, Common starting date is 12/30/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZQVF (Indivior PLC) |
-50.30%
Feb 2017 – Feb 2020 |
-27.12%
Jan 2015 – Jan 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IZQVF (Indivior PLC) |
260.56%
Jan 2020 – Jan 2023 |
39.82%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart