Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVRI (Everi Holdings Inc) | NA | 74.94% | -4.42% | 22.51% | 6.29% | 4.64% | NA | … | … |
Data as of 06/30/2025, Common starting date is 09/23/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVRI (Everi Holdings Inc) | 09/23/2005 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 74.94 | -4.42 | 22.51 | 6.29 | 4.64 | NA | … | … | 5.40 | 19.70 | -21.46 | -32.79 | 54.60 | 2.83 | 160.78 | -31.70 | 247.47 | -50.57 | -38.60 | -28.43 | 27.42 | 76.18 | 39.50 | -57.41 | 237.39 | -63.37 | -62.66 | 11.24 | -2.47 |
| Sharpe Ratio | NA | 1.75 | -0.20 | 0.43 | 0.07 | NA | NA | … | … | 1.57 | 0.27 | -0.71 | -0.71 | 1.14 | 0.02 | 3.26 | -1.20 | 4.42 | -1.02 | -1.02 | -1.15 | 0.31 | 1.39 | 0.36 | -1.03 | 3.21 | -1.05 | -0.69 | -0.37 | -0.90 |
| Standard Deviation(%) | NA | 37.89 | 39.37 | 47.19 | 68.29 | NA | NA | … | … | 5.29 | 49.33 | 36.72 | 48.14 | 47.74 | 150.15 | 42.21 | 44.52 | 52.02 | 82.51 | 56.00 | 40.89 | 28.71 | 42.06 | 57.51 | 73.52 | 68.06 | 78.57 | 123.54 | 30.44 | 31.96 |
| Draw Down(%) | NA | 9.63 | 69.52 | 75.33 | 88.59 | NA | NA | … | … | 3.91 | 46.04 | 47.86 | 42.56 | 26.37 | 88.59 | 34.44 | 48.86 | 17.81 | 74.32 | 60.07 | 38.94 | 28.26 | 26.48 | 41.73 | 75.27 | 31.13 | 73.38 | 81.80 | 29.25 | 15.67 |
| 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 | 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 06/30/2025, Common starting date is 09/23/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRI (Everi Holdings Inc) |
-46.61%
Dec 2005 – Dec 2008 |
-29.90%
Apr 2006 – Apr 2011 |
-22.97%
Jun 2006 – Jun 2016 |
-3.20%
Oct 2005 – Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVRI (Everi Holdings Inc) |
118.10%
Jun 2016 – Jun 2019 |
85.03%
Jun 2016 – Jun 2021 |
25.18%
Sep 2011 – Sep 2021 |
11.44%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart