Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVRC (Evercel Inc) | NA | 68.83% | 9.83% | 11.04% | 11.90% | 11.97% | 9.97% | … | … |
Data as of 03/01/2024, Common starting date is 04/07/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVRC (Evercel Inc) | 04/07/1999 | 03/01/2024 |
| 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 68.83 | 9.83 | 11.04 | 11.90 | 11.97 | 9.97 | … | … | 26.25 | 151.85 | -41.46 | -30.27 | 19.51 | 16.04 | 32.50 | 28.00 | 11.61 | 10.89 | -15.83 | 34.83 | 50.85 | -49.57 | 30.00 | 20.00 | -65.75 | 10.05 | 116.30 | -8.00 | 13.64 | -60.89 | 226.09 | -92.44 | -29.13 | 347.83 |
| Sharpe Ratio | NA | 0.64 | 0.10 | 0.14 | 0.19 | NA | NA | … | … | 3.32 | 1.45 | -0.66 | -0.48 | 0.37 | 0.41 | 0.68 | 1.03 | 0.22 | 0.21 | -0.35 | 0.70 | 0.70 | -0.81 | 0.29 | 0.19 | -0.47 | 0.07 | 1.07 | -0.07 | 0.12 | -1.58 | 3.27 | -0.77 | -0.34 | 7.37 |
| Standard Deviation(%) | NA | 102.35 | 80.67 | 68.80 | 58.29 | NA | NA | … | … | 90.73 | 103.10 | 64.96 | 63.44 | 52.31 | 35.29 | 46.06 | 26.76 | 52.13 | 51.58 | 45.82 | 49.36 | 73.54 | 61.46 | 101.70 | 103.59 | 142.02 | 103.20 | 105.90 | 140.56 | 106.34 | 38.90 | 68.81 | 123.25 | 97.32 | 88.36 |
| Draw Down(%) | NA | 26.72 | 72.22 | 73.77 | 73.77 | NA | NA | … | … | 17.27 | 30.61 | 62.44 | 45.76 | 24.80 | 17.94 | 16.59 | 12.22 | 17.14 | 26.97 | 33.81 | 35.34 | 36.84 | 55.47 | 35.83 | 40.00 | 74.89 | 41.67 | 29.35 | 55.00 | 62.63 | 66.00 | 36.67 | 96.58 | 79.32 | 28.27 |
| Yield(%) | 0.00 | 55.31 | 14.47 | 11.06 | 10.08 | 11.90 | 10.96 | … | … | 0.00 | 116.82 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/01/2024, Common starting date is 04/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRC (Evercel Inc) |
-61.25%
Feb 2001 – Feb 2004 |
-50.29%
Feb 2000 – Feb 2005 |
-29.09%
Feb 2000 – Feb 2010 |
-19.66%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRC (Evercel Inc) |
76.39%
May 2004 – May 2007 |
24.57%
Sep 2001 – Sep 2006 |
16.01%
May 2013 – May 2023 |
12.96%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison Chart