Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVRAX (CVR DYNAMIC ALLOCATION Inst SHARES) | NA | 1.41% | -0.73% | -0.07% | NA | NA | NA | … | … |
Data as of 03/26/2020, Common starting date is 01/02/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVRAX (CVR DYNAMIC ALLOCATION Inst SHARES) | 01/02/2014 | 03/26/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 1.41 | -0.73 | -0.07 | NA | NA | NA | … | … | 0.00 | 9.93 | -16.06 | 10.14 | 8.51 | -8.88 | 7.82 |
| Sharpe Ratio | NA | 0.02 | -0.16 | -0.07 | NA | NA | NA | … | … | 0.00 | 0.62 | -1.21 | 1.07 | 0.71 | -0.75 | 0.77 |
| Standard Deviation(%) | NA | 12.16 | 12.27 | 12.00 | NA | NA | NA | … | … | NA | 13.76 | 14.32 | 8.96 | 11.69 | 11.93 | 10.19 |
| Draw Down(%) | NA | 15.52 | 24.27 | 24.27 | NA | NA | NA | … | … | 0.00 | 15.52 | 24.27 | 5.68 | 7.62 | 13.70 | 7.08 |
| Yield(%) | 0.00 | 0.42 | 1.28 | 0.80 | 0.50 | 0.33 | 0.25 | … | … | 0.00 | 0.46 | 1.06 | 2.42 | 0.06 | 0.03 | 0.66 |
Data as of 03/26/2020, Common starting date is 01/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVRAX (CVR DYNAMIC ALLOCATION Inst SHARES) |
-1.24%
Feb 2017 – Feb 2020 |
-1.94%
Aug 2014 – Aug 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVRAX (CVR DYNAMIC ALLOCATION Inst SHARES) |
5.73%
Feb 2016 – Feb 2019 |
1.90%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart