Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVR (Evercore Inc.) | 0.54% | 44.23% | 46.92% | 21.29% | 23.19% | 19.24% | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/14/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVR (Evercore Inc.) | 08/14/2006 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | 44.23 | 46.92 | 21.29 | 23.19 | 19.24 | NA | … | … | 0.54 | 24.25 | 64.35 | 60.59 | -17.60 | 26.29 | 51.67 | 7.41 | -18.91 | 33.42 | 30.14 | 5.54 | -10.20 | 103.11 | 17.00 | -19.66 | 14.29 | 149.91 | -39.83 | -40.55 | 43.95 |
| Sharpe Ratio | NA | 1.26 | 1.23 | 0.51 | 0.59 | NA | NA | … | … | -0.02 | 0.49 | 1.92 | 2.01 | -0.49 | 0.83 | 0.83 | 0.20 | -0.70 | 1.48 | 0.86 | 0.22 | -0.33 | 3.24 | 0.56 | -0.39 | 0.36 | 2.47 | -0.55 | -0.97 | 3.68 |
| Standard Deviation(%) | NA | 35.41 | 36.26 | 35.72 | 36.93 | NA | NA | … | … | 40.79 | 43.56 | 31.55 | 28.63 | 38.71 | 31.53 | 61.76 | 29.32 | 29.29 | 22.19 | 34.94 | 25.49 | 30.55 | 31.79 | 30.33 | 50.23 | 39.62 | 60.54 | 74.30 | 45.01 | 42.60 |
| Draw Down(%) | NA | 30.08 | 47.86 | 49.61 | 67.41 | NA | NA | … | … | 30.08 | 43.58 | 14.15 | 21.90 | 41.41 | 20.62 | 56.18 | 24.07 | 42.93 | 17.62 | 23.92 | 16.60 | 27.27 | 20.86 | 30.16 | 43.03 | 42.52 | 22.42 | 66.75 | 50.42 | 19.95 |
| Yield(%) | 0.26 | 1.43 | 2.90 | 2.17 | 4.84 | 5.98 | 6.46 | … | … | 0.49 | 1.20 | 1.87 | 2.68 | 2.07 | 2.45 | 3.10 | 3.03 | 2.10 | 2.04 | 2.40 | 2.19 | 2.26 | 3.60 | 2.99 | 2.08 | 2.00 | 4.17 | 2.36 | 1.12 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/14/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVR (Evercore Inc.) |
-14.10%
Mar 2017 – Mar 2020 |
-3.87%
Dec 2006 – Dec 2011 |
6.27%
Apr 2010 – Apr 2020 |
10.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVR (Evercore Inc.) |
62.97%
Sep 2022 – Sep 2025 |
44.24%
Nov 2008 – Nov 2013 |
30.45%
Jun 2008 – Jun 2018 |
22.93%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart