Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDRVF (FD Technologies Plc) | NA | 86.76% | 9.28% | -0.12% | 4.08% | NA | NA | … | … |
Data as of 07/22/2025, Common starting date is 07/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDRVF (FD Technologies Plc) | 07/30/2013 | 07/22/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 86.76 | 9.28 | -0.12 | 4.08 | NA | NA | … | … | 38.99 | 70.36 | -18.56 | -36.33 | -37.06 | 20.51 | 35.07 | -50.74 | 108.84 | 15.67 | 16.17 | 21.62 | 62.83 |
| Sharpe Ratio | NA | 2.28 | 0.13 | -0.05 | 0.06 | NA | NA | … | … | 1.89 | 1.84 | -0.39 | -0.63 | -1.04 | 0.46 | 0.76 | -1.08 | 3.97 | 0.39 | 0.47 | 0.42 | 4.16 |
| Standard Deviation(%) | NA | 36.63 | 46.78 | 46.63 | 43.76 | NA | NA | … | … | 41.92 | 35.09 | 58.55 | 59.95 | 35.79 | 44.28 | 44.37 | 48.06 | 27.42 | 39.75 | 33.99 | 51.49 | 51.74 |
| Draw Down(%) | NA | 7.38 | 50.63 | 71.20 | 78.08 | NA | NA | … | … | 0.00 | 17.03 | 50.55 | 45.13 | 45.76 | 31.99 | 39.42 | 57.39 | 7.75 | 31.33 | 13.42 | 44.18 | 2.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.42 | 0.81 | 0.61 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.05 | 0.43 | 0.80 | 0.79 | 0.80 | 0.75 | 0.35 |
Data as of 07/22/2025, Common starting date is 07/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDRVF (FD Technologies Plc) |
-31.15%
Dec 2020 – Dec 2023 |
-23.15%
Jan 2018 – Jan 2023 |
-2.73%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDRVF (FD Technologies Plc) |
52.62%
May 2015 – May 2018 |
40.94%
Aug 2013 – Aug 2018 |
8.91%
Aug 2013 – Aug 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart