Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEVOY (Devro PLC ADR) | NA | 98.86% | 11.15% | 8.34% | NA | NA | NA | … | … |
Data as of 05/19/2023, Common starting date is 09/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEVOY (Devro PLC ADR) | 09/30/2013 | 05/19/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 98.86 | 11.15 | 8.34 | NA | NA | NA | … | … | 13.40 | 75.36 | -20.30 | -10.80 | 4.26 | -8.53 | 3.74 | -4.36 | -32.52 | 10.32 | -8.97 |
| Sharpe Ratio | NA | 1.43 | 0.22 | 0.21 | NA | NA | NA | … | … | 3.09 | 1.11 | -0.59 | -0.55 | 0.90 | -0.74 | 1.12 | -0.04 | -0.51 | 0.22 | -2.15 |
| Standard Deviation(%) | NA | 67.01 | 44.88 | 34.83 | NA | NA | NA | … | … | 11.09 | 66.69 | 34.28 | 19.95 | 3.16 | 13.28 | 2.79 | 102.66 | 63.61 | 47.21 | 14.39 |
| Draw Down(%) | NA | 14.44 | 36.03 | 36.03 | NA | NA | NA | … | … | 1.05 | 14.44 | 28.58 | 17.61 | 0.00 | 12.10 | 0.00 | 57.75 | 42.52 | 32.05 | 8.97 |
| Yield(%) | 0.00 | 10.91 | 6.97 | 5.87 | 2.63 | 1.75 | 1.31 | … | … | 3.50 | 5.35 | 9.35 | 7.16 | 4.22 | 3.87 | 3.71 | 3.70 | 2.62 | 2.70 | 0.00 |
Data as of 05/19/2023, Common starting date is 09/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVOY (Devro PLC ADR) |
-19.50%
Aug 2015 – Aug 2018 |
-17.08%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEVOY (Devro PLC ADR) |
11.37%
Aug 2016 – Aug 2019 |
8.34%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart