Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVX (NOVONIX Limited) | NA | 37.21% | -71.93% | -53.33% | -28.02% | -17.95% | NA | … | … |
Data as of 01/26/2018, Common starting date is 09/16/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVX (NOVONIX Limited) | 09/16/2002 | 01/26/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 37.21 | -71.93 | -53.33 | -28.02 | -17.95 | NA | … | … | -25.32 | -97.36 | 1.91 | 13.10 | 20.90 | -13.69 | 12.47 | 20.91 | 4.16 | 56.19 | -25.51 | -9.98 | 12.72 | 14.94 | 2.55 | 8.40 | -4.29 |
| Sharpe Ratio | NA | -0.13 | -0.32 | -0.35 | -0.34 | NA | NA | … | … | NA | -0.13 | -2.64 | -0.52 | 0.36 | -2.47 | -0.62 | 0.23 | -1.19 | 1.92 | -1.39 | -2.73 | -0.89 | -0.63 | -1.49 | -1.03 | -2.03 |
| Standard Deviation(%) | NA | 904.18 | 302.98 | 214.76 | 143.97 | NA | NA | … | … | 0.00 | 911.09 | 12.15 | 10.35 | 6.69 | 13.03 | 9.97 | 10.34 | 12.09 | 19.55 | 32.30 | 11.76 | 10.79 | 9.60 | 11.43 | 10.58 | 15.00 |
| Draw Down(%) | NA | 98.56 | 98.71 | 98.71 | 98.71 | NA | NA | … | … | 25.32 | 98.56 | 10.93 | 7.70 | 4.27 | 25.48 | 9.41 | 6.67 | 15.85 | 12.29 | 43.25 | 16.61 | 6.22 | 8.93 | 15.53 | 11.80 | 9.73 |
| Yield(%) | 0.00 | 0.00 | 3.30 | 3.86 | 5.56 | 5.88 | 4.17 | … | … | 0.00 | 0.00 | 4.46 | 5.88 | 6.82 | 5.72 | 6.48 | 7.46 | 7.15 | 8.49 | 5.53 | 4.77 | 5.53 | 6.63 | 6.50 | 6.53 | 1.71 |
Data as of 01/26/2018, Common starting date is 09/16/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVX (NOVONIX Limited) |
-70.67%
Oct 2014 – Oct 2017 |
-51.65%
Oct 2012 – Oct 2017 |
-27.98%
Oct 2007 – Oct 2017 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVX (NOVONIX Limited) |
25.30%
Dec 2008 – Dec 2011 |
13.81%
Dec 2008 – Dec 2013 |
8.76%
Nov 2002 – Nov 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart