Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
VWEWQ (Vintage Wine Estates, Inc.) NA -100.00% -100.00% NA NA NA NA
Data as of 08/02/2024, Common starting date is 02/22/2021
More Performance Analytics Comparison
Name Start Date End Date
VWEWQ (Vintage Wine Estates, Inc.) 02/22/2021 08/02/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -100.00 -100.00 NA NA NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/02/2024, Common starting date is 02/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VWEWQ (Vintage Wine Estates, Inc.) -84.62%
Jun 2021 – Jun 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
VWEWQ (Vintage Wine Estates, Inc.) -80.41%
Mar 2021 – Mar 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return