Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GEN (Gen Digital Inc.) | NA | -54.46% | nan% | nan% | -32.01% | NA | NA | … | … |
Data as of 05/27/2021, Common starting date is 05/15/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GEN (Gen Digital Inc.) | 05/15/2007 | 05/27/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -54.46 | nan | nan | -32.01 | NA | NA | … | … | -54.17 | -70.73 | 38.98 | 55.26 | -82.12 | 22.48 | -59.51 | 78.17 | -24.49 | 16.67 | -39.20 | 20.54 | -11.73 | -42.31 | -7.99 | 37.69 | -24.40 | 85.46 | 130.00 | -80.62 | -51.44 |
| Sharpe Ratio | NA | -0.74 | -0.59 | -0.43 | -0.44 | NA | NA | … | … | -0.60 | -0.75 | 0.28 | 0.38 | -1.89 | -0.14 | -1.49 | 1.45 | -0.90 | -0.04 | -0.65 | 0.01 | -0.53 | -1.14 | -1.27 | 0.67 | -1.05 | 1.77 | 1.48 | -0.80 | -1.48 |
| Standard Deviation(%) | NA | 105.22 | 89.56 | 81.96 | 73.20 | NA | NA | … | … | 141.91 | 94.33 | 56.56 | 89.39 | 53.84 | 84.20 | 52.39 | 41.16 | 47.97 | 48.45 | 89.46 | 165.73 | 57.60 | 53.98 | 29.89 | 23.04 | 43.11 | 37.31 | 74.70 | 125.34 | 61.57 |
| Draw Down(%) | NA | 83.87 | 93.57 | 96.08 | 98.22 | NA | NA | … | … | 83.87 | 76.27 | 40.61 | 59.44 | 85.29 | 62.09 | 62.91 | 17.95 | 42.93 | 34.66 | 78.15 | 81.29 | 40.04 | 50.39 | 14.89 | 9.71 | 42.46 | 22.64 | 44.41 | 94.04 | 63.13 |
| Yield(%) | 0.00 | 47.52 | 220.10 | 150.55 | 17.21 | 8.18 | 6.13 | … | … | 24.00 | 770.37 | 25.98 | 32.94 | 6.35 | 123.16 | 6.86 | 12.32 | 6.91 | 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 05/27/2021, Common starting date is 05/15/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEN (Gen Digital Inc.) |
-42.36%
Jul 2007 – Jul 2010 |
-46.45%
Oct 2015 – Oct 2020 |
-31.94%
Mar 2011 – Mar 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GEN (Gen Digital Inc.) |
40.19%
Jul 2010 – Jul 2013 |
26.04%
Jul 2010 – Jul 2015 |
-14.99%
Jul 2010 – Jul 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart