Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLVT (CLARIVATE PLC) | -26.05% | -41.88% | -32.41% | -39.76% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 08/04/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLVT (CLARIVATE PLC) | 08/04/2020 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.63 | -41.88 | -32.41 | -39.76 | NA | NA | NA | … | … | -26.05 | -31.10 | -44.71 | 11.03 | -64.54 | -15.24 | -5.87 |
| Sharpe Ratio | NA | -0.68 | -0.58 | -0.75 | NA | NA | NA | … | … | -0.59 | -0.71 | -0.89 | 0.14 | -1.20 | -0.27 | -0.63 |
| Standard Deviation(%) | NA | 63.59 | 58.66 | 55.71 | NA | NA | NA | … | … | 87.20 | 48.60 | 58.00 | 47.96 | 55.16 | 49.31 | 34.79 |
| Draw Down(%) | NA | 62.91 | 83.03 | 94.99 | NA | NA | NA | … | … | 51.59 | 45.23 | 54.13 | 46.92 | 67.32 | 38.38 | 16.89 |
| 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 |
Data as of 06/03/2026, Common starting date is 08/04/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVT (CLARIVATE PLC) |
-42.54%
May 2021 – May 2024 |
-39.03%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLVT (CLARIVATE PLC) |
-25.84%
Sep 2022 – Sep 2025 |
-35.95%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart