Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CONAEX | NA | 26.59% | 2.70% | NA | NA | NA | NA | 7.38% |
Data as of 10/07/2024, AR inception is 08/11/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CONAEX | 08/11/2020 | 10/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.56 | 26.59 | 2.70 | NA | NA | NA | NA | 7.38 | 16.41 | 14.67 | -19.36 | 3.26 | 19.61 |
| Sharpe Ratio | NA | 1.67 | -0.05 | NA | NA | NA | NA | 0.21 | 1.33 | 0.67 | -0.65 | 0.17 | 2.48 |
| Standard Deviation(%) | NA | 12.43 | 21.14 | NA | NA | NA | NA | 21.04 | 11.18 | 15.70 | 31.85 | 18.82 | 23.59 |
| Draw Down(%) | NA | 8.05 | 27.60 | NA | NA | NA | NA | 27.60 | 6.90 | 16.95 | 27.60 | 12.01 | 8.62 |
| Yield(%) | 0.00 | 7.17 | 4.80 | 3.53 | 1.77 | 1.18 | 0.88 | 4.42 | 5.88 | 9.94 | 1.60 | 0.00 | 0.00 |
Data as of 10/07/2024, AR inception is 08/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONAEX (CONAEX) |
-2.22%
May 2021 - May 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CONAEX (CONAEX) |
5.61%
Nov 2020 - Nov 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart