Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WVVEF (WorldVest Equity Inc) | NA | 0.00% | 0.00% | -36.90% | -20.57% | -39.75% | NA | … | … |
Data as of 03/02/2022, Common starting date is 01/05/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WVVEF (WorldVest Equity Inc) | 01/05/2004 | 03/02/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | -36.90 | -20.57 | -39.75 | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -50.00 | -80.00 | 0.00 | -75.00 | 300.00 | 0.00 | 0.00 | 400.00 | -99.20 | -7.41 | -22.86 | -87.04 | -77.12 | 391.67 | -84.21 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.48 | -0.25 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -0.74 | -0.50 | 0.00 | -0.54 | 2.16 | 0.00 | 0.00 | 0.87 | -0.16 | -0.06 | -0.14 | -0.53 | -0.39 | 2.13 | -0.78 |
| Standard Deviation(%) | NA | NA | NA | 78.53 | 83.31 | NA | NA | … | … | NA | NA | NA | NA | 69.45 | 161.26 | NA | 138.63 | 138.63 | NA | NA | 457.44 | 631.13 | 116.07 | 168.69 | 169.40 | 204.21 | 182.76 | 109.08 |
| Draw Down(%) | NA | 0.00 | 0.00 | 90.00 | 97.50 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 50.00 | 80.00 | 0.00 | 75.00 | 0.00 | 0.00 | 0.00 | 90.20 | 99.20 | 44.44 | 64.10 | 88.89 | 92.31 | 58.33 | 85.71 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/02/2022, Common starting date is 01/05/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVVEF (WorldVest Equity Inc) |
-88.14%
Jun 2007 – Jun 2010 |
-82.39%
Dec 2005 – Dec 2010 |
-55.27%
Feb 2006 – Feb 2016 |
-49.84%
Feb 2006 – Feb 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WVVEF (WorldVest Equity Inc) |
71.00%
Jun 2010 – Jun 2013 |
37.97%
Jun 2010 – Jun 2015 |
-6.70%
Jun 2010 – Jun 2020 |
-39.75%
Jan 2007 – Jan 2022 |
Annualized Rolling Returns Comparison Chart