Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GENSY (Genus plc) | -7.84% | -3.41% | NA | NA | NA | NA | NA | 7.88% |
Data as of 07/11/2025, AR inception is 02/29/2024
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GENSY (Genus plc) | 02/29/2024 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.41 | NA | NA | NA | NA | NA | 7.88 | -7.84 | 17.06 |
| Sharpe Ratio | NA | -0.31 | NA | NA | NA | NA | NA | 0.11 | -0.82 | 0.60 |
| Standard Deviation(%) | NA | 21.57 | NA | NA | NA | NA | NA | 22.06 | 21.51 | 22.41 |
| Draw Down(%) | NA | 13.34 | NA | NA | NA | NA | NA | 13.34 | 13.34 | 8.59 |
| Yield(%) | 0.00 | 1.59 | 0.78 | 0.47 | 0.23 | 0.16 | 0.12 | 2.33 | 0.49 | 1.76 |
Data as of 07/11/2025, AR inception is 02/29/2024
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GENSY (Genus plc) |
0.00%
NA |
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 |
|---|---|---|---|---|
| GENSY (Genus plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart