Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRDS (NerdWallet, Inc.) | NA | -75.00% | -58.51% | -59.69% | NA | NA | NA | … | … |
Data as of 01/08/2015, Common starting date is 08/02/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRDS (NerdWallet, Inc.) | 08/02/2005 | 01/08/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -44.44 | -75.00 | -58.51 | -59.69 | NA | NA | NA | … | … | -3.85 | -77.49 | 15.50 | -71.43 | -53.33 | -70.59 | 155.00 | -78.95 | -17.39 | 310.71 | -6.67 |
| Sharpe Ratio | NA | -0.22 | -0.19 | -0.23 | NA | NA | NA | … | … | NA | -0.23 | 0.04 | -0.38 | -0.31 | -0.40 | 1.25 | -0.62 | -0.21 | 2.50 | -0.14 |
| Standard Deviation(%) | NA | 340.06 | 303.21 | 259.80 | NA | NA | NA | … | … | NA | 330.68 | 353.05 | 190.10 | 174.94 | 176.70 | 124.26 | 129.09 | 95.64 | 123.94 | 125.03 |
| Draw Down(%) | NA | 97.60 | 98.80 | 99.77 | NA | NA | NA | … | … | NA | 97.60 | 75.00 | 80.00 | 82.14 | 88.46 | 50.00 | 92.80 | 55.08 | 42.62 | 39.39 |
| 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 01/08/2015, Common starting date is 08/02/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRDS (NerdWallet, Inc.) |
-68.50%
Nov 2011 – Nov 2014 |
-65.48%
Nov 2009 – Nov 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRDS (NerdWallet, Inc.) |
22.12%
Sep 2005 – Sep 2008 |
-11.74%
Dec 2005 – Dec 2010 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart