Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVVYY (AVEVA Group plc) | NA | -9.59% | -12.73% | NA | NA | NA | NA | … | … |
Data as of 01/20/2023, Common starting date is 08/30/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVVYY (AVEVA Group plc) | 08/30/2019 | 01/20/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -9.59 | -12.73 | NA | NA | NA | NA | … | … | 0.00 | -15.06 | -1.86 | -20.92 | 30.22 |
| Sharpe Ratio | NA | -0.21 | -0.37 | NA | NA | NA | NA | … | … | 0.00 | -0.32 | -0.08 | -0.81 | 2.84 |
| Standard Deviation(%) | NA | 51.94 | 36.08 | NA | NA | NA | NA | … | … | NA | 52.22 | 22.75 | 26.14 | 42.10 |
| Draw Down(%) | NA | 41.52 | 57.01 | NA | NA | NA | NA | … | … | 0.00 | 45.06 | 16.18 | 22.94 | 6.56 |
| Yield(%) | 0.00 | 1.03 | 0.83 | 0.73 | 0.37 | 0.24 | 0.18 | … | … | 0.00 | 1.33 | 1.06 | 0.97 | 0.00 |
Data as of 01/20/2023, Common starting date is 08/30/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVVYY (AVEVA Group plc) |
-13.70%
Oct 2019 – Oct 2022 |
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 |
|---|---|---|---|---|
| AVVYY (AVEVA Group plc) |
-7.63%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart