Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ECVTF (Economic Investment Trust Limited) | NA | 9.22% | 8.35% | 12.07% | 6.51% | NA | NA | … | … |
Data as of 10/22/2024, Common starting date is 05/16/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECVTF (Economic Investment Trust Limited) | 05/16/2012 | 10/22/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 9.22 | 8.35 | 12.07 | 6.51 | NA | NA | … | … | 2.91 | 9.69 | 16.34 | 25.31 | 3.57 | -8.28 | 0.53 | 22.25 | 7.16 | -10.68 | -2.49 | 59.24 | 2.87 |
| Sharpe Ratio | NA | 0.31 | 0.50 | 0.83 | 0.41 | NA | NA | … | … | -0.44 | 0.93 | 1.24 | 1.60 | 0.23 | -0.77 | -0.24 | 1.60 | 1.37 | -0.53 | -0.19 | 3.42 | 0.37 |
| Standard Deviation(%) | NA | 8.36 | 9.19 | 11.74 | 12.17 | NA | NA | … | … | 8.06 | 5.86 | 12.12 | 15.84 | 14.65 | 12.64 | 3.26 | 13.60 | 5.06 | 20.34 | 13.11 | 17.30 | 12.48 |
| Draw Down(%) | NA | 2.83 | 3.37 | 10.89 | 16.06 | NA | NA | … | … | 2.83 | 1.11 | 2.85 | 3.37 | 10.89 | 11.83 | 3.19 | 1.33 | 0.00 | 16.06 | 11.10 | 1.76 | 7.14 |
| Yield(%) | 0.00 | 3.83 | 5.52 | 5.85 | 3.75 | 4.53 | 3.40 | … | … | 3.51 | 4.55 | 8.20 | 4.96 | 2.52 | 1.87 | 1.72 | 2.61 | 1.54 | 1.31 | 7.79 | 1.67 | 1.49 |
Data as of 10/22/2024, Common starting date is 05/16/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECVTF (Economic Investment Trust Limited) |
-5.11%
Aug 2017 – Aug 2020 |
-1.05%
Jul 2015 – Jul 2020 |
4.93%
Apr 2014 – Apr 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECVTF (Economic Investment Trust Limited) |
20.67%
Aug 2012 – Aug 2015 |
14.30%
Aug 2012 – Aug 2017 |
10.37%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart