Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
NVIVQ NA -71.09% -71.66% -76.23% -70.62% NA NA
Data as of 07/19/2024, Common starting date is 11/15/2010
More Performance Analytics Comparison
Name Start Date End Date
NVIVQ 11/15/2010 07/19/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -71.09 -71.66 -76.23 -70.62 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/19/2024, Common starting date is 11/15/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVIVQ (NVIVQ) -92.00%
Apr 2017 – Apr 2020
-85.31%
Apr 2017 – Apr 2022
-73.86%
Feb 2014 – Feb 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NVIVQ (NVIVQ) 30.39%
Apr 2011 – Apr 2014
20.83%
Sep 2011 – Sep 2016
-54.41%
Mar 2011 – Mar 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return