Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BVNRY (Bavarian Nordic A/S ADR) | 1.49% | 4.86% | -7.58% | 0.55% | -4.65% | NA | NA | 4.81% |
Data as of 07/03/2025, AR inception is 02/18/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BVNRY (Bavarian Nordic A/S ADR) | 02/18/2014 | 07/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.38 | 4.86 | -7.58 | 0.55 | -4.65 | NA | NA | 4.81 | 1.49 | 2.40 | -13.89 | -24.54 | 25.12 | 44.36 | 32.44 | -46.41 | 1.73 | -32.13 | 65.64 | 73.93 |
| Sharpe Ratio | NA | 0.03 | -0.22 | -0.02 | -0.10 | NA | NA | 0.05 | 0.00 | -0.07 | -0.36 | -0.25 | 0.46 | 0.54 | 0.71 | -0.99 | 0.02 | -0.73 | 1.10 | 1.80 |
| Standard Deviation(%) | NA | 53.16 | 54.21 | 66.76 | 62.75 | NA | NA | 62.20 | 36.71 | 56.40 | 51.31 | 103.84 | 54.88 | 81.94 | 43.96 | 48.02 | 72.55 | 44.45 | 59.60 | 49.06 |
| Draw Down(%) | NA | 50.97 | 68.46 | 69.61 | 75.59 | NA | NA | 75.59 | 26.45 | 41.72 | 50.69 | 56.51 | 31.27 | 54.78 | 30.74 | 57.71 | 51.28 | 38.65 | 30.61 | 14.55 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.37 | 0.67 | 0.50 | 0.91 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.12 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/03/2025, AR inception is 02/18/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVNRY (Bavarian Nordic A/S ADR) |
-28.78%
Mar 2017 - Mar 2020 |
-17.51%
Mar 2015 - Mar 2020 |
-6.85%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BVNRY (Bavarian Nordic A/S ADR) |
54.54%
Jul 2014 - Jul 2017 |
11.41%
Nov 2016 - Nov 2021 |
7.21%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart