Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VMAT (Managed Portfolio Series – V-Shares MSCI World ESG Materiality and Carbon Fund) | NA | 17.07% | NA | NA | NA | NA | NA | … | … |
Data as of 01/23/2024, Common starting date is 06/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VMAT (Managed Portfolio Series – V-Shares MSCI World ESG Materiality and Carbon Fund) | 06/09/2022 | 01/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | 17.07 | NA | NA | NA | NA | NA | … | … | -0.06 | 25.72 | -4.04 |
| Sharpe Ratio | NA | 0.97 | NA | NA | NA | NA | NA | … | … | -1.70 | 1.52 | -0.34 |
| Standard Deviation(%) | NA | 13.19 | NA | NA | NA | NA | NA | … | … | 2.75 | 14.29 | 27.24 |
| Draw Down(%) | NA | 10.33 | NA | NA | NA | NA | NA | … | … | 0.35 | 10.33 | 20.16 |
| Yield(%) | 0.00 | 1.86 | 0.89 | 0.53 | 0.27 | 0.18 | 0.13 | … | … | 0.00 | 2.00 | 0.77 |
Data as of 01/23/2024, Common starting date is 06/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VMAT (Managed Portfolio Series – V-Shares MSCI World ESG Materiality and Carbon Fund) |
0.00%
NA |
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 |
|---|---|---|---|---|
| VMAT (Managed Portfolio Series – V-Shares MSCI World ESG Materiality and Carbon Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart