Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONDD (Mondi plc) | NA | 24.73% | -8.13% | NA | NA | NA | NA | … | … |
Data as of 05/01/2024, Common starting date is 01/08/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONDD (Mondi plc) | 01/08/2021 | 05/01/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.98 | 24.73 | -8.13 | NA | NA | NA | NA | … | … | -0.33 | 23.17 | -29.54 | -1.78 |
| Sharpe Ratio | NA | 0.75 | -0.30 | NA | NA | NA | NA | … | … | -0.15 | 0.72 | -0.68 | -0.07 |
| Standard Deviation(%) | NA | 28.01 | 34.11 | NA | NA | NA | NA | … | … | 30.83 | 26.68 | 45.30 | 27.41 |
| Draw Down(%) | NA | 16.88 | 47.34 | NA | NA | NA | NA | … | … | 15.83 | 19.96 | 42.84 | 20.85 |
| Yield(%) | 0.00 | 15.40 | 4.66 | 3.39 | 1.70 | 1.13 | 0.85 | … | … | 11.45 | 4.59 | 2.63 | 2.81 |
Data as of 05/01/2024, Common starting date is 01/08/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDD (Mondi plc) |
-9.02%
Mar 2021 – Mar 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDD (Mondi plc) |
-6.45%
Feb 2021 – Feb 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart