Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIVPQ (SVB Financial Group) | NA | -100.00% | -100.00% | NA | NA | NA | NA | … | … |
Data as of 08/13/2024, Common starting date is 12/03/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIVPQ (SVB Financial Group) | 12/03/2019 | 08/13/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | NA | NA | NA | NA | … | … | -100.00 | -98.95 | -36.17 | -0.04 | 3.98 | 2.42 |
| Sharpe Ratio | NA | -0.15 | -0.21 | NA | NA | NA | NA | … | … | -0.20 | -0.16 | -1.54 | -0.01 | 0.07 | 5.96 |
| Standard Deviation(%) | NA | 627.51 | 409.78 | NA | NA | NA | NA | … | … | 329.62 | 664.15 | 24.46 | 8.73 | 55.67 | 6.08 |
| Draw Down(%) | NA | 100.00 | 100.00 | NA | NA | NA | NA | … | … | 100.00 | 99.88 | 37.81 | 6.71 | 50.90 | 0.35 |
| Yield(%) | 0.00 | 0.00 | 2.44 | 3.31 | 1.66 | 1.10 | 0.83 | … | … | 0.00 | 1.89 | 4.90 | 4.91 | 4.74 | 0.00 |
Data as of 08/13/2024, Common starting date is 12/03/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVPQ (SVB Financial Group) |
-84.07%
Jul 2021 – Jul 2024 |
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 |
|---|---|---|---|---|
| SIVPQ (SVB Financial Group) |
-1.03%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart