Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MNODD (Mondi plc) | NA | 20.90% | -10.04% | -0.72% | 4.71% | NA | NA | … | … |
Data as of 04/16/2024, Common starting date is 08/03/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MNODD (Mondi plc) | 08/03/2012 | 04/16/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 20.90 | -10.04 | -0.72 | 4.71 | NA | NA | … | … | -0.04 | 15.67 | -26.30 | 13.21 | -4.45 | 12.48 | -9.98 | 30.54 | 0.08 | 31.16 | -7.85 | 70.09 | 26.83 |
| Sharpe Ratio | NA | 0.46 | -0.29 | -0.05 | 0.09 | NA | NA | … | … | -0.09 | 0.35 | -0.63 | 0.28 | -0.06 | 0.24 | -0.30 | 1.55 | -0.01 | 1.15 | -0.45 | 2.04 | 4.10 |
| Standard Deviation(%) | NA | 37.51 | 42.29 | 50.28 | 40.91 | NA | NA | … | … | 44.19 | 33.04 | 44.02 | 47.92 | 73.66 | 46.40 | 38.13 | 19.33 | 23.35 | 27.13 | 17.63 | 34.33 | 19.74 |
| Draw Down(%) | NA | 18.83 | 46.45 | 46.45 | 52.55 | NA | NA | … | … | 18.83 | 20.77 | 39.57 | 21.56 | 43.14 | 25.83 | 33.62 | 8.27 | 20.96 | 0.00 | 13.84 | 0.00 | 1.72 |
| Yield(%) | 0.00 | 14.53 | 4.29 | 4.28 | 5.50 | 7.35 | 5.51 | … | … | 10.97 | 4.15 | 2.77 | 2.65 | 2.10 | 4.07 | 6.98 | 3.61 | 2.74 | 0.00 | 3.09 | 0.00 | 0.00 |
Data as of 04/16/2024, Common starting date is 08/03/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNODD (Mondi plc) |
-11.25%
Mar 2021 – Mar 2024 |
-7.95%
Jun 2018 – Jun 2023 |
1.52%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MNODD (Mondi plc) |
27.66%
Sep 2015 – Sep 2018 |
25.36%
Sep 2012 – Sep 2017 |
9.35%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart