Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GV (Visionary Holdings Inc.) | NA | 92.84% | 11.87% | 35.90% | 35.32% | 15.00% | 14.11% | 3.06% |
Data as of 12/30/2020, AR inception is 04/09/1974
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GV (Visionary Holdings Inc.) | 04/09/1974 | 12/30/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | 1978 | 1977 | 1976 | 1975 | 1974 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 92.84 | 11.87 | 35.90 | 35.32 | 15.00 | 14.11 | 3.06 | 97.18 | 57.08 | -53.88 | -3.92 | 229.03 | -36.21 | 24.62 | 3.72 | 652.00 | -19.35 | -31.11 | 18.42 | -47.22 | -39.50 | 38.37 | 48.28 | -7.94 | 40.00 | -13.46 | 18.86 | 16.67 | 50.00 | -20.00 | 25.00 | 0.00 | -20.00 | -44.44 | 0.00 | 125.00 | 0.00 | -42.86 | 0.00 | -12.50 | 33.33 | -40.00 | -33.33 | -37.50 | 0.00 | 60.00 | -50.00 | 66.67 | 63.64 | -15.38 | 18.18 | -31.25 | 100.00 | -71.43 |
| Sharpe Ratio | NA | 1.29 | 0.21 | 0.59 | 0.53 | NA | NA | 0.00 | 1.35 | 0.69 | -1.78 | -0.34 | 3.23 | -0.94 | 0.12 | -0.18 | 6.92 | -0.53 | -0.74 | 0.00 | -0.77 | -1.29 | 0.23 | 0.35 | -0.49 | 0.32 | -0.67 | -0.03 | -0.36 | 0.35 | 0.06 | -0.11 | 0.01 | -0.43 | -0.26 | 0.00 | 0.62 | 0.00 | -0.33 | 0.00 | -0.07 | 0.21 | -0.27 | -0.30 | -0.36 | 0.00 | 0.49 | -0.42 | 0.50 | 0.44 | -0.14 | 0.16 | -0.25 | 0.77 | -0.45 |
| Standard Deviation(%) | NA | 71.54 | 55.80 | 59.32 | 66.25 | NA | NA | 129.51 | 71.64 | 48.90 | 42.29 | 68.35 | 59.87 | 58.18 | 50.24 | 80.13 | 93.27 | 71.87 | 67.17 | 81.14 | 86.60 | 47.91 | 71.40 | 77.21 | 56.16 | 63.72 | 49.55 | 90.97 | 145.31 | 214.45 | 215.49 | 201.53 | 235.14 | 191.67 | 163.50 | 153.51 | 199.84 | 226.76 | 131.01 | 163.34 | 178.96 | 161.72 | 149.43 | 109.75 | 103.07 | 85.44 | 121.49 | 118.99 | 131.85 | 145.18 | 113.84 | 114.75 | 126.48 | 128.37 | 182.26 |
| Draw Down(%) | NA | 39.84 | 61.90 | 76.05 | 78.86 | NA | NA | 95.45 | 39.84 | 30.31 | 61.52 | 51.50 | 34.35 | 53.43 | 39.53 | 72.98 | 40.78 | 46.67 | 43.75 | 36.59 | 67.12 | 48.03 | 64.55 | 45.75 | 43.04 | 49.12 | 39.34 | 43.42 | 74.07 | 40.00 | 50.00 | 37.50 | 42.86 | 42.86 | 50.00 | 46.67 | 44.44 | 33.33 | 55.56 | 41.67 | 44.44 | 66.67 | 53.85 | 55.56 | 46.15 | 50.00 | 33.33 | 64.29 | 57.58 | 53.33 | 44.44 | 58.33 | 59.09 | 53.85 | 75.00 |
| 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 | 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 | 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 | 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 | 0.00 | 0.00 | 0.00 |
Data as of 12/30/2020, AR inception is 04/09/1974
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GV (Visionary Holdings Inc.) |
-42.38%
Apr 2006 - Apr 2009 |
-29.43%
Jan 1983 - Jan 1988 |
-18.36%
Oct 1980 - Oct 1990 |
-13.50%
Sep 1980 - Sep 1995 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GV (Visionary Holdings Inc.) |
114.30%
Feb 2010 - Feb 2013 |
84.89%
Jan 2012 - Jan 2017 |
36.97%
Nov 2010 - Nov 2020 |
20.18%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart