Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADOCY (Adocia SA ADR) | NA | 0.00% | 1.04% | -8.99% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 08/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADOCY (Adocia SA ADR) | 08/19/2014 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.04 | -8.99 | NA | NA | NA | … | … | 0.00 | 0.00 | 10.80 | -13.97 | -9.45 | -19.56 | -69.27 | -20.98 | 85.87 | 71.92 |
| Sharpe Ratio | NA | 0.00 | -0.01 | -0.24 | NA | NA | NA | … | … | 0.00 | 0.00 | 0.33 | -0.37 | -0.16 | -0.42 | -0.76 | -1.12 | 1.61 | 5.46 |
| Standard Deviation(%) | NA | 22.01 | 22.31 | 41.94 | NA | NA | NA | … | … | NA | NA | 32.84 | 38.22 | 66.81 | 49.50 | 92.08 | 18.93 | 53.21 | 61.24 |
| Draw Down(%) | NA | 0.00 | 25.19 | 53.06 | NA | NA | NA | … | … | 0.00 | 0.00 | 25.19 | 23.30 | 42.81 | 38.91 | 69.27 | 23.55 | 2.92 | 0.00 |
| 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 |
Data as of 07/10/2023, Common starting date is 08/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOCY (Adocia SA ADR) |
-43.20%
Sep 2016 – Sep 2019 |
-32.79%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADOCY (Adocia SA ADR) |
7.51%
Mar 2020 – Mar 2023 |
-7.04%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart