Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNKIF (Monks Investment Trust Plc) | NA | -40.34% | -15.81% | 22.35% | 10.61% | 6.95% | NA | … | … |
Data as of 09/23/2022, Common starting date is 10/15/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNKIF (Monks Investment Trust Plc) | 10/15/2004 | 09/23/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -40.34 | -15.81 | 22.35 | 10.61 | 6.95 | NA | … | … | -40.34 | 74.73 | 162.97 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 22.28 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.00 | 0.07 | 0.20 | NA | NA | … | … | -4.93 | NA | 1.88 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.41 | 0.00 |
| Standard Deviation(%) | NA | 748.19 | 748.19 | 295.81 | 51.76 | NA | NA | … | … | 10.11 | 0.00 | 104.19 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | 14.26 | NA |
| Draw Down(%) | NA | 40.34 | 40.34 | 40.34 | 40.34 | NA | NA | … | … | 40.34 | 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 |
| 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 09/23/2022, Common starting date is 10/15/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNKIF (Monks Investment Trust Plc) |
0.00%
Jul 2005 – Jul 2008 |
0.00%
Jul 2005 – Jul 2010 |
0.00%
Jul 2005 – Jul 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNKIF (Monks Investment Trust Plc) |
66.25%
Dec 2018 – Dec 2021 |
35.66%
Dec 2016 – Dec 2021 |
16.47%
Dec 2011 – Dec 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart