Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLWF (Allied Minds plc) | NA | -65.22% | -54.83% | -44.63% | NA | NA | NA | … | … |
Data as of 07/10/2023, Common starting date is 04/14/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLWF (Allied Minds plc) | 04/14/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -65.22 | -54.83 | -44.63 | NA | NA | NA | … | … | -20.00 | -71.43 | -23.91 | -8.00 | -40.24 | -60.89 | -52.34 | -29.42 | -39.60 |
| Sharpe Ratio | NA | -1.18 | -0.95 | -0.71 | NA | NA | NA | … | … | -1.27 | -1.20 | -0.44 | -0.08 | -1.09 | -1.03 | -0.67 | -0.71 | -1.05 |
| Standard Deviation(%) | NA | 58.19 | 59.12 | 64.42 | NA | NA | NA | … | … | 31.38 | 60.63 | 65.60 | 97.20 | 38.32 | 60.21 | 78.97 | 41.56 | 47.87 |
| Draw Down(%) | NA | 65.83 | 90.95 | 94.89 | NA | NA | NA | … | … | 21.40 | 71.43 | 44.00 | 48.00 | 42.20 | 71.16 | 68.73 | 37.74 | 39.60 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 1.64 | 0.12 | 0.08 | 0.06 | … | … | 0.00 | 0.00 | 0.00 | 25.24 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/10/2023, Common starting date is 04/14/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLWF (Allied Minds plc) |
-51.89%
Dec 2016 – Dec 2019 |
-47.00%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLWF (Allied Minds plc) |
-24.11%
Sep 2018 – Sep 2021 |
-34.65%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart