Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELVT (Elevate Credit Inc) | NA | -43.16% | -16.83% | -23.89% | NA | NA | NA | … | … |
Data as of 02/27/2023, Common starting date is 04/07/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELVT (Elevate Credit Inc) | 04/07/2017 | 02/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.19 | -43.16 | -16.83 | -23.89 | NA | NA | NA | … | … | 6.86 | -41.08 | -25.56 | -10.34 | -0.67 | -40.50 | 1.76 |
| Sharpe Ratio | NA | -0.63 | -0.21 | -0.33 | NA | NA | NA | … | … | 4.43 | -0.55 | -0.46 | -0.09 | -0.06 | -0.64 | 0.04 |
| Standard Deviation(%) | NA | 72.80 | 85.69 | 74.88 | NA | NA | NA | … | … | 11.03 | 77.43 | 55.97 | 117.33 | 35.55 | 65.60 | 44.60 |
| Draw Down(%) | NA | 73.03 | 81.26 | 91.85 | NA | NA | NA | … | … | 2.73 | 77.24 | 41.05 | 84.19 | 26.22 | 64.29 | 36.03 |
| 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 |
Data as of 02/27/2023, Common starting date is 04/07/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELVT (Elevate Credit Inc) |
-42.83%
Jun 2017 – Jun 2020 |
-33.48%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELVT (Elevate Credit Inc) |
-6.97%
Oct 2018 – Oct 2021 |
-17.29%
May 2017 – May 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart