Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDC (First Data Corporation) | NA | 31.49% | 34.04% | NA | NA | NA | NA | … | … |
Data as of 08/05/2019, Common starting date is 10/15/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDC (First Data Corporation) | 10/15/2015 | 08/05/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 31.49 | 34.04 | NA | NA | NA | NA | … | … | 87.40 | 1.20 | 17.76 | -11.42 | 1.71 |
| Sharpe Ratio | NA | 0.76 | 1.02 | NA | NA | NA | NA | … | … | 5.27 | 0.00 | 0.76 | -0.24 | 0.26 |
| Standard Deviation(%) | NA | 40.45 | 32.40 | NA | NA | NA | NA | … | … | 35.59 | 39.26 | 22.62 | 47.53 | 32.57 |
| Draw Down(%) | NA | 40.51 | 40.51 | NA | NA | NA | NA | … | … | 8.78 | 40.51 | 16.30 | 45.88 | 12.81 |
| 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 |
Data as of 08/05/2019, Common starting date is 10/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDC (First Data Corporation) |
1.82%
Dec 2015 – Dec 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDC (First Data Corporation) |
36.72%
Jul 2016 – Jul 2019 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart