Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MCFUF (Micro Focus International plc) | NA | 18.93% | -8.17% | -18.90% | 3.08% | NA | NA | … | … |
Data as of 02/07/2023, Common starting date is 04/27/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MCFUF (Micro Focus International plc) | 04/27/2010 | 02/07/2023 |
| 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 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 18.93 | -8.17 | -18.90 | 3.08 | NA | NA | … | … | 0.00 | 25.33 | 2.04 | -59.86 | -16.96 | -48.93 | 18.48 | 15.12 | 29.24 | 20.28 | 51.47 | 55.44 | -13.77 | -19.88 |
| Sharpe Ratio | NA | 0.23 | -0.12 | -0.27 | 0.05 | NA | NA | … | … | 0.00 | 0.32 | 0.07 | -0.58 | -0.33 | -0.68 | 0.58 | 0.48 | 1.00 | 0.94 | 2.97 | 2.07 | -0.23 | -0.64 |
| Standard Deviation(%) | NA | 74.10 | 71.28 | 73.83 | 55.74 | NA | NA | … | … | NA | 74.52 | 47.99 | 102.67 | 56.15 | 73.54 | 30.88 | 30.94 | 29.13 | 21.55 | 17.29 | 27.03 | 59.58 | 43.46 |
| Draw Down(%) | NA | 42.08 | 70.46 | 88.24 | 89.56 | NA | NA | … | … | 0.00 | 43.89 | 29.92 | 81.17 | 53.36 | 61.04 | 23.08 | 19.83 | 17.73 | 10.73 | 2.45 | 11.48 | 39.13 | 38.55 |
| Yield(%) | 0.00 | 4.96 | 3.54 | 1.88 | 5.98 | 5.03 | 3.77 | … | … | 0.00 | 5.09 | 4.37 | 3.93 | 6.88 | 2.50 | 3.39 | 2.15 | 4.38 | 2.40 | 6.40 | 6.67 | 3.33 | 1.95 |
Data as of 02/07/2023, Common starting date is 04/27/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFUF (Micro Focus International plc) |
-47.02%
Sep 2017 – Sep 2020 |
-29.25%
Jul 2017 – Jul 2022 |
-1.68%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MCFUF (Micro Focus International plc) |
71.37%
Sep 2011 – Sep 2014 |
58.98%
Sep 2011 – Sep 2016 |
13.17%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart