Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOCS (Focus Financial Partners Inc) | NA | 36.85% | 18.76% | 2.43% | NA | NA | NA | … | … |
Data as of 09/08/2023, Common starting date is 07/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOCS (Focus Financial Partners Inc) | 07/26/2018 | 09/08/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 36.85 | 18.76 | 2.43 | NA | NA | NA | … | … | 42.18 | -37.59 | 37.29 | 47.61 | 11.93 | -29.88 |
| Sharpe Ratio | NA | 1.00 | 0.50 | 0.03 | NA | NA | NA | … | … | 4.51 | -0.86 | 1.19 | 0.67 | 0.29 | -1.19 |
| Standard Deviation(%) | NA | 32.90 | 34.84 | 45.15 | NA | NA | NA | … | … | 14.01 | 45.62 | 31.21 | 69.86 | 36.58 | 48.23 |
| Draw Down(%) | NA | 24.88 | 55.07 | 71.32 | NA | NA | NA | … | … | 2.19 | 49.89 | 24.39 | 59.22 | 49.99 | 51.96 |
| 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 |
Data as of 09/08/2023, Common starting date is 07/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCS (Focus Financial Partners Inc) |
1.70%
Apr 2019 – Apr 2022 |
4.71%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOCS (Focus Financial Partners Inc) |
31.39%
Dec 2018 – Dec 2021 |
4.71%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart