Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NGVT (Ingevity Corp) | 21.63% | 66.62% | 10.07% | -2.27% | 7.75% | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/04/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NGVT (Ingevity Corp) | 05/04/2016 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.08 | 66.62 | 10.07 | -2.27 | 7.75 | NA | NA | … | … | 21.63 | 47.61 | -14.02 | -32.96 | -1.76 | -5.32 | -13.33 | 3.91 | 18.76 | 28.45 | 115.14 |
| Sharpe Ratio | NA | 1.52 | 0.14 | -0.13 | 0.14 | NA | NA | … | … | 1.54 | 0.88 | -0.41 | -0.89 | -0.08 | -0.17 | -0.19 | 0.06 | 0.46 | 1.05 | 5.04 |
| Standard Deviation(%) | NA | 42.05 | 47.22 | 43.23 | 43.73 | NA | NA | … | … | 34.02 | 51.91 | 50.00 | 42.11 | 37.70 | 32.18 | 69.64 | 39.34 | 38.19 | 26.53 | 42.76 |
| Draw Down(%) | NA | 23.94 | 53.54 | 67.07 | 76.22 | NA | NA | … | … | 16.91 | 38.86 | 42.69 | 58.77 | 25.23 | 22.16 | 68.14 | 37.51 | 28.04 | 17.20 | 14.95 |
| 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 |
Data as of 06/12/2026, Common starting date is 05/04/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGVT (Ingevity Corp) |
-21.07%
Aug 2021 – Aug 2024 |
-16.92%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NGVT (Ingevity Corp) |
45.65%
Jun 2016 – Jun 2019 |
19.04%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart