Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BNFT (Benefitfocus Inc) | NA | -4.46% | -17.72% | -16.19% | NA | NA | NA | … | … |
Data as of 01/26/2023, Common starting date is 09/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BNFT (Benefitfocus Inc) | 09/19/2013 | 01/26/2023 |
| 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 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | -4.46 | -17.72 | -16.19 | NA | NA | NA | … | … | 0.38 | -1.88 | -26.38 | -34.00 | -51.51 | 69.33 | -9.09 | -18.38 | 10.81 | -43.12 | 14.79 |
| Sharpe Ratio | NA | -0.11 | -0.31 | -0.30 | NA | NA | NA | … | … | 2.65 | -0.06 | -0.76 | -0.40 | -1.19 | 1.24 | -0.23 | -0.35 | 0.16 | -0.65 | 0.92 |
| Standard Deviation(%) | NA | 57.23 | 62.04 | 57.72 | NA | NA | NA | … | … | 1.01 | 58.15 | 34.83 | 84.35 | 44.89 | 54.72 | 42.02 | 53.05 | 65.62 | 66.55 | 68.74 |
| Draw Down(%) | NA | 53.88 | 69.52 | 90.20 | NA | NA | NA | … | … | 0.10 | 53.88 | 42.17 | 71.83 | 67.62 | 29.02 | 32.08 | 44.26 | 38.79 | 71.97 | 24.75 |
| 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 | 0.00 |
Data as of 01/26/2023, Common starting date is 09/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNFT (Benefitfocus Inc) |
-41.61%
Jan 2019 – Jan 2022 |
-28.36%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BNFT (Benefitfocus Inc) |
24.26%
Jan 2016 – Jan 2019 |
4.68%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart