Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVG (Convergys Corporation) | NA | 18.00% | 34.20% | 15.43% | 20.79% | 8.21% | 4.13% | 6.04% |
Data as of 08/23/2021, AR inception is 08/13/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVG (Convergys Corporation) | 08/13/1998 | 08/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 18.00 | 34.20 | 15.43 | 20.79 | 8.21 | 4.13 | 6.04 | 15.69 | -2.49 | 17.15 | 5.26 | -3.67 | -0.02 | 23.76 | -1.94 | 29.93 | 29.75 | -3.04 | 22.51 | 67.71 | -61.06 | -30.78 | 50.03 | 5.74 | -14.15 | 15.25 | -59.59 | -17.26 | 47.36 | 37.43 | 34.59 |
| Sharpe Ratio | NA | 0.74 | 0.78 | 0.40 | 0.64 | NA | NA | 0.12 | 1.03 | -0.09 | 1.06 | 0.18 | -0.20 | -0.01 | 1.00 | -0.09 | 1.49 | 1.24 | -0.08 | 0.76 | 1.29 | -0.91 | -0.99 | 1.86 | 0.13 | -0.50 | 0.28 | -1.25 | -0.43 | 0.68 | 0.56 | 1.47 |
| Standard Deviation(%) | NA | 24.21 | 42.92 | 36.72 | 31.69 | NA | NA | 41.54 | 24.77 | 29.31 | 14.89 | 22.78 | 21.29 | 26.93 | 23.85 | 21.44 | 20.03 | 24.16 | 40.10 | 29.40 | 52.32 | 68.02 | 34.14 | 25.20 | 27.03 | 29.94 | 51.31 | 48.69 | 46.37 | 63.97 | 61.30 | 77.14 |
| Draw Down(%) | NA | 13.98 | 27.73 | 33.22 | 33.22 | NA | NA | 92.63 | 13.98 | 27.73 | 6.60 | 10.09 | 21.01 | 21.85 | 20.02 | 22.24 | 11.34 | 12.83 | 41.51 | 30.61 | 33.73 | 75.62 | 43.14 | 9.54 | 19.46 | 36.24 | 31.41 | 66.81 | 50.39 | 40.36 | 34.92 | 40.60 |
| Yield(%) | 0.00 | 0.00 | 0.15 | 0.60 | 2.10 | 0.69 | 0.36 | 0.53 | 0.00 | 0.00 | 0.00 | 1.36 | 1.59 | 1.46 | 1.53 | 1.30 | 1.44 | 1.18 | 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 08/23/2021, AR inception is 08/13/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVG (Convergys Corporation) |
-32.44%
Jun 2000 - Jun 2003 |
-22.81%
Jun 2000 - Jun 2005 |
-15.34%
Jun 2000 - Jun 2010 |
-4.36%
Jun 2000 - Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVG (Convergys Corporation) |
42.41%
Mar 2018 - Mar 2021 |
28.01%
Sep 2011 - Sep 2016 |
23.63%
Feb 2009 - Feb 2019 |
10.11%
Jul 2004 - Jul 2019 |
Annualized Rolling Returns Comparison Chart