Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDK (CDK Global Holdings LLC) | NA | 14.48% | 3.98% | -1.89% | NA | NA | NA | … | … |
Data as of 07/15/2022, Common starting date is 09/22/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDK (CDK Global Holdings LLC) | 09/22/2014 | 07/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 14.48 | 3.98 | -1.89 | NA | NA | NA | … | … | 32.79 | -18.07 | -4.30 | 15.57 | -32.17 | 20.47 | 27.04 | 17.63 | 31.90 |
| Sharpe Ratio | NA | 0.58 | 0.11 | -0.09 | NA | NA | NA | … | … | 2.98 | -0.72 | -0.11 | 0.52 | -1.62 | 1.29 | 1.25 | 0.67 | 3.98 |
| Standard Deviation(%) | NA | 24.52 | 32.34 | 28.59 | NA | NA | NA | … | … | 23.48 | 25.19 | 42.89 | 27.33 | 20.72 | 15.47 | 21.33 | 26.28 | 42.93 |
| Draw Down(%) | NA | 20.19 | 46.81 | 59.36 | NA | NA | NA | … | … | 4.63 | 28.72 | 46.81 | 31.97 | 40.02 | 10.22 | 12.09 | 19.77 | 23.53 |
| Yield(%) | 0.00 | 1.23 | 1.08 | 0.88 | 1.38 | 0.92 | 0.69 | … | … | 0.70 | 1.19 | 0.81 | 1.25 | 0.84 | 0.97 | 1.17 | 1.23 | 0.39 |
Data as of 07/15/2022, Common starting date is 09/22/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDK (CDK Global Holdings LLC) |
-19.50%
Mar 2017 – Mar 2020 |
-6.60%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDK (CDK Global Holdings LLC) |
24.92%
Oct 2014 – Oct 2017 |
9.62%
Oct 2014 – Oct 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart