Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AUVIP (Applied UV Inc Preferred Series A) | NA | -99.21% | -88.66% | NA | NA | NA | NA | -88.50% |
Data as of 07/31/2024, AR inception is 07/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUVIP (Applied UV Inc Preferred Series A) | 07/20/2021 | 07/31/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.21 | -88.66 | NA | NA | NA | NA | -88.50 | -98.80 | -85.33 | -21.09 | 9.01 |
| Sharpe Ratio | NA | -0.33 | -0.44 | NA | NA | NA | NA | -0.44 | -0.26 | -0.67 | -0.16 | 1.20 |
| Standard Deviation(%) | NA | 316.43 | 206.57 | NA | NA | NA | NA | 205.49 | 395.22 | 134.41 | 136.75 | 17.38 |
| Draw Down(%) | NA | 99.57 | 99.87 | NA | NA | NA | NA | 99.87 | 99.57 | 94.10 | 78.86 | 5.03 |
| Yield(%) | 0.00 | 0.00 | 6.63 | 4.11 | 2.06 | 1.37 | 1.03 | 6.86 | 0.00 | 6.32 | 11.15 | 4.47 |
Data as of 07/31/2024, AR inception is 07/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUVIP (Applied UV Inc Preferred Series A) |
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 |
|---|---|---|---|---|
| AUVIP (Applied UV Inc Preferred Series A) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart