Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CVSGF (CVS Group plc) | 63.38% | 27.57% | -8.41% | 3.59% | NA | NA | NA | 3.84% |
Data as of 07/29/2025, AR inception is 03/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVSGF (CVS Group plc) | 03/26/2018 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 27.57 | -8.41 | 3.59 | NA | NA | NA | 3.84 | 63.38 | -55.00 | 0.57 | -25.63 | 60.29 | 162.35 | -5.40 | -40.48 |
| Sharpe Ratio | NA | 0.77 | -0.27 | 0.11 | NA | NA | NA | 0.04 | 3.72 | -1.01 | -0.11 | -0.66 | 1.25 | 2.20 | -0.24 | -1.02 |
| Standard Deviation(%) | NA | 31.52 | 43.44 | 45.35 | NA | NA | NA | 49.20 | 36.91 | 61.07 | 33.51 | 40.95 | 48.04 | 73.39 | 27.96 | 49.77 |
| Draw Down(%) | NA | 26.81 | 57.02 | 69.86 | NA | NA | NA | 69.86 | 4.23 | 55.00 | 20.63 | 33.05 | 6.69 | 28.40 | 20.86 | 42.67 |
| Yield(%) | 0.00 | 0.75 | 0.36 | 0.43 | 0.31 | 0.21 | 0.16 | 0.45 | 0.00 | 0.43 | 0.32 | 0.22 | 0.35 | 0.00 | 0.74 | 0.36 |
Data as of 07/29/2025, AR inception is 03/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSGF (CVS Group plc) |
-30.44%
Dec 2021 - Dec 2024 |
5.07%
Apr 2020 - Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVSGF (CVS Group plc) |
58.45%
Dec 2018 - Dec 2021 |
25.23%
Mar 2019 - Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart