Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RVIC (Retail Value Inc.) | NA | 4,638.14% | 2,495.66% | NA | NA | NA | NA | … | … |
Data as of 04/04/2023, Common starting date is 06/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RVIC (Retail Value Inc.) | 06/26/2018 | 04/04/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 181.42 | 4,638.14 | 2,495.66 | NA | NA | NA | NA | … | … | 24.60 | -80.57 | 131.49 | -59.59 | 43.81 | -18.76 |
| Sharpe Ratio | NA | -0.28 | -0.04 | NA | NA | NA | NA | … | … | 1.34 | -0.30 | 3.80 | -0.68 | 1.84 | -1.33 |
| Standard Deviation(%) | NA | 278.91 | 165.93 | NA | NA | NA | NA | … | … | 98.49 | 274.93 | 34.83 | 88.20 | 23.07 | 26.11 |
| Draw Down(%) | NA | 95.64 | 95.96 | NA | NA | NA | NA | … | … | 23.31 | 95.96 | 14.16 | 74.70 | 11.23 | 32.23 |
| Yield(%) | 65.38 | 123.45 | 174.51 | 37.39 | 18.70 | 12.46 | 9.35 | … | … | 77.27 | 106.93 | 321.23 | 3.21 | 8.02 | 4.13 |
Data as of 04/04/2023, Common starting date is 06/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RVIC (Retail Value Inc.) |
-5.71%
Aug 2018 – Aug 2021 |
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 |
|---|---|---|---|---|
| RVIC (Retail Value Inc.) |
1,674.67%
Mar 2020 – Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart