Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVSGF (CVS Group plc) | NA | 18.93% | -9.88% | 0.73% | NA | NA | NA | … | … |
Data as of 10/01/2025, Common starting date is 03/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVSGF (CVS Group plc) | 03/26/2018 | 10/01/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.63 | 18.93 | -9.88 | 0.73 | NA | NA | NA | … | … | 55.64 | -55.00 | 0.57 | -25.63 | 60.29 | 162.35 | -5.40 | -40.48 |
| Sharpe Ratio | NA | 0.49 | -0.30 | -0.03 | NA | NA | NA | … | … | 2.34 | -1.01 | -0.11 | -0.66 | 1.25 | 2.20 | -0.24 | -1.02 |
| Standard Deviation(%) | NA | 32.43 | 43.73 | 44.64 | NA | NA | NA | … | … | 33.32 | 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 | … | … | 7.64 | 55.00 | 20.63 | 33.05 | 6.69 | 28.40 | 20.86 | 42.67 |
| Yield(%) | 0.00 | 0.74 | 0.36 | 0.39 | 0.31 | 0.21 | 0.16 | … | … | 0.00 | 0.43 | 0.32 | 0.22 | 0.35 | 0.00 | 0.74 | 0.36 |
Data as of 10/01/2025, Common starting date 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 |
0.40%
Sep 2020 – Sep 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