Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BECVY (BEC World PCL ADR) | NA | 2.16% | -17.74% | -4.89% | -16.61% | NA | NA | … | … |
Data as of 10/21/2024, Common starting date is 08/21/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BECVY (BEC World PCL ADR) | 08/21/2013 | 10/21/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.16 | -17.74 | -4.89 | -16.61 | NA | NA | … | … | 2.16 | -55.77 | 23.17 | 114.59 | -34.86 | 89.33 | -72.12 | -16.45 | -23.55 | -42.61 | 1.24 | -13.30 |
| Sharpe Ratio | NA | -2.65 | -0.45 | -0.12 | -0.29 | NA | NA | … | … | -2.39 | -0.76 | 0.86 | 1.50 | -0.49 | 2.13 | -0.64 | -0.41 | -0.80 | -0.81 | 0.04 | -1.83 |
| Standard Deviation(%) | NA | 1.68 | 47.88 | 59.80 | 61.63 | NA | NA | … | … | 1.87 | 79.04 | 25.43 | 76.36 | 71.79 | 41.32 | 113.92 | 41.66 | 29.62 | 52.44 | 28.91 | 17.90 |
| Draw Down(%) | NA | 0.00 | 58.48 | 58.48 | 91.15 | NA | NA | … | … | 0.00 | 56.22 | 7.49 | 0.00 | 52.82 | 1.39 | 72.12 | 31.22 | 26.68 | 47.60 | 17.18 | 13.54 |
| Yield(%) | 0.00 | 1.31 | 1.24 | 1.04 | 0.71 | 0.49 | 0.36 | … | … | 1.31 | 1.04 | 1.76 | 0.00 | 0.00 | 0.00 | 0.00 | 1.07 | 3.70 | 3.12 | 2.10 | 0.00 |
Data as of 10/21/2024, Common starting date is 08/21/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BECVY (BEC World PCL ADR) |
-45.05%
Jul 2015 – Jul 2018 |
-38.04%
Apr 2015 – Apr 2020 |
-18.52%
Sep 2013 – Sep 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BECVY (BEC World PCL ADR) |
53.96%
Apr 2020 – Apr 2023 |
7.60%
Dec 2018 – Dec 2023 |
-16.10%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart