Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 06/14/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EVGBX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INVESTOR CLASS) | NA | 11,614,987.80% | 4,377.33% | 904.36% | 223.02% | NA | NA | 134.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVGBX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INVESTOR CLASS) | 01/20/2010 | 06/14/2024 |
The return data shown below all have the same latest date: 06/14/2024.
AR inception is since 01/20/2010.
AR inception is since 01/20/2010.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11,614,987.80 | 4,377.33 | 904.36 | 223.02 | NA | NA | 134.95 | 10,316,290.93 | 20.37 | -26.46 | 5.93 | -7.00 | 25.06 | -21.07 | 18.73 | 17.67 | 7.88 | -6.82 | 37.95 | 7.12 | -19.94 | 5.85 |
| Sharpe Ratio | NA | 10,011.06 | 6.53 | 1.74 | 0.60 | NA | NA | 0.42 | 5,639,699,567.78 | 1.41 | -1.28 | 0.36 | -0.25 | 1.67 | -1.80 | 1.77 | 1.15 | 0.60 | -0.55 | 3.46 | 0.57 | -1.06 | 0.42 |
| Standard Deviation(%) | NA | 1,160.22 | 670.05 | 519.42 | 367.47 | NA | NA | 306.35 | 1,717.55 | 11.50 | 21.81 | 16.25 | 28.69 | 14.19 | 12.50 | 10.30 | 15.16 | 13.09 | 12.52 | 10.96 | 12.41 | 18.81 | 14.42 |
| Draw Down(%) | NA | 12.92 | 33.76 | 41.59 | 45.34 | NA | NA | 45.34 | 12.92 | 7.25 | 32.57 | 13.06 | 41.59 | 10.85 | 27.51 | 4.70 | 14.85 | 11.31 | 17.28 | 5.35 | 14.44 | 32.07 | 14.74 |
| Yield(%) | 0.00 | 106.13 | 27.41 | 18.81 | 11.32 | 9.36 | 7.02 | 10.03 | 94.71 | 2.37 | 1.50 | 2.70 | 0.14 | 3.02 | 1.46 | 2.91 | 1.10 | 1.55 | 4.33 | 0.00 | 3.79 | 0.80 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGBX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INVESTOR CLASS) |
-10.19%
Dec 2019 - Dec 2022 |
-7.79%
Sep 2017 - Sep 2022 |
1.02%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVGBX (EVERMORE GLOBAL VALUE FUND EVERMORE GLOBAL VALUE FUND INVESTOR CLASS) |
4,401.66%
May 2021 - May 2024 |
909.11%
May 2019 - May 2024 |
223.02%
May 2014 - May 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart