Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TTAZF (Tata Global Beverages Limited) | NA | 2.34% | 17.39% | 10.42% | 5.08% | NA | NA | … | … |
Data as of 05/19/2023, Common starting date is 09/30/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TTAZF (Tata Global Beverages Limited) | 09/30/2008 | 05/19/2023 |
| 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 (%) | 1.34 | 2.34 | 17.39 | 10.42 | 5.08 | NA | NA | … | … | 0.00 | 0.00 | 55.20 | 0.00 | 0.00 | 84.16 |
| Sharpe Ratio | NA | 0.00 | 0.58 | 0.41 | 0.31 | NA | NA | … | … | 0.00 | 0.00 | 1.26 | 0.00 | 0.00 | 0.10 |
| Standard Deviation(%) | NA | NA | 25.38 | 19.66 | 33.45 | NA | NA | … | … | NA | NA | 43.95 | NA | NA | 74.35 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | 1.32 | 2.30 | 1.79 | 1.37 | 0.68 | 0.00 | 0.00 | … | … | 1.32 | 0.98 | 1.09 | 0.72 | 0.72 | 0.73 |
Data as of 05/19/2023, Common starting date is 09/30/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTAZF (Tata Global Beverages Limited) |
0.73%
Apr 2018 – Apr 2021 |
10.12%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TTAZF (Tata Global Beverages Limited) |
23.47%
Mar 2018 – Mar 2021 |
24.43%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart