Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAVE (Dave Inc.) | NA | -26.36% | -3.17% | -28.63% | -1.72% | -2.79% | 3.86% | … | … |
Data as of 09/20/2019, Common starting date is 11/05/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAVE (Dave Inc.) | 11/05/1996 | 09/20/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.22 | -26.36 | -3.17 | -28.63 | -1.72 | -2.79 | 3.86 | … | … | 3.49 | -29.92 | 33.79 | -28.67 | -73.58 | 43.55 | 99.13 | -10.78 | -7.62 | 84.30 | 108.62 | -78.61 | -17.77 | 46.32 | -11.61 | 174.19 | 48.09 | -57.05 | 143.67 | 47.69 | -27.78 | -68.53 | 8.33 | -5.71 |
| Sharpe Ratio | NA | -0.43 | -0.07 | -0.54 | -0.04 | NA | NA | … | … | 0.05 | -0.60 | 0.56 | -0.58 | -1.47 | 0.96 | 3.51 | -0.39 | -0.23 | 2.28 | 1.47 | -1.04 | -0.56 | 1.61 | -0.29 | 4.46 | 1.07 | -1.02 | 2.06 | 0.66 | -0.45 | -0.90 | -0.59 | -0.49 |
| Standard Deviation(%) | NA | 64.36 | 57.13 | 54.29 | 45.76 | NA | NA | … | … | 65.20 | 52.43 | 59.64 | 49.81 | 50.03 | 45.27 | 28.24 | 27.76 | 32.86 | 36.94 | 73.70 | 76.40 | 37.20 | 26.77 | 47.05 | 38.85 | 44.43 | 57.23 | 70.22 | 66.46 | 68.34 | 80.02 | 79.39 | 72.43 |
| Draw Down(%) | NA | 45.86 | 57.89 | 90.04 | 90.12 | NA | NA | … | … | 40.71 | 57.89 | 44.72 | 35.88 | 79.91 | 29.85 | 12.10 | 34.60 | 30.34 | 18.37 | 51.92 | 80.97 | 50.00 | 21.75 | 33.89 | 19.75 | 29.20 | 66.29 | 42.19 | 43.75 | 51.72 | 78.32 | 60.19 | 22.86 |
| Yield(%) | 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 09/20/2019, Common starting date is 11/05/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVE (Dave Inc.) |
-50.25%
May 2014 – May 2017 |
-34.93%
May 2014 – May 2019 |
-16.65%
Jun 2007 – Jun 2017 |
-5.12%
Oct 1997 – Oct 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVE (Dave Inc.) |
65.26%
Feb 2003 – Feb 2006 |
55.44%
Feb 2009 – Feb 2014 |
15.04%
May 2004 – May 2014 |
20.23%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison Chart