Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CNVVF (ConvaTec Group Plc) | NA | 11.11% | 6.45% | 7.33% | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 03/08/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CNVVF (ConvaTec Group Plc) | 03/08/2017 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.43 | 11.11 | 6.45 | 7.33 | NA | NA | NA | … | … | 3.61 | -4.02 | 17.52 | -6.71 | 15.10 | 14.05 | 50.05 | -36.90 | -14.67 |
| Sharpe Ratio | NA | 0.19 | 0.09 | 0.17 | NA | NA | NA | … | … | 0.07 | -0.26 | 0.48 | -0.29 | 0.69 | 0.66 | 1.47 | -0.69 | -0.44 |
| Standard Deviation(%) | NA | 39.93 | 32.32 | 30.29 | NA | NA | NA | … | … | 29.43 | 41.35 | 27.74 | 27.58 | 21.70 | 20.71 | 33.08 | 55.86 | 41.55 |
| Draw Down(%) | NA | 21.62 | 28.55 | 30.36 | NA | NA | NA | … | … | 21.62 | 28.55 | 19.72 | 23.18 | 9.35 | 9.21 | 14.84 | 45.78 | 37.51 |
| Yield(%) | 0.00 | 4.20 | 3.15 | 3.24 | 1.79 | 1.19 | 0.89 | … | … | 3.94 | 2.50 | 2.21 | 1.66 | 3.11 | 2.29 | 3.23 | 2.21 | 0.43 |
Data as of 09/26/2025, Common starting date is 03/08/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVVF (ConvaTec Group Plc) |
-11.32%
Jul 2017 – Jul 2020 |
-5.21%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CNVVF (ConvaTec Group Plc) |
25.35%
Dec 2018 – Dec 2021 |
19.14%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart