Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GWB (Great Western Bancorp Inc) | NA | 23.35% | -2.40% | -4.30% | NA | NA | NA | … | … |
Data as of 02/01/2022, Common starting date is 10/15/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GWB (Great Western Bancorp Inc) | 10/15/2014 | 02/01/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.49 | 23.35 | -2.40 | -4.30 | NA | NA | NA | … | … | -9.07 | 63.31 | -39.84 | 11.17 | -21.48 | -8.69 | 50.21 | 27.34 | 26.61 | 0.00 | 31.49 | 23.38 | 2.96 | 50.00 | -40.40 | 29.43 | 42.86 | 15.29 |
| Sharpe Ratio | NA | 0.68 | -0.05 | -0.11 | -0.54 | NA | NA | … | … | -1.66 | 1.77 | -0.48 | -0.47 | -1.69 | -1.05 | 0.56 | 0.33 | 7.76 | 0.00 | 0.56 | 0.15 | -1.01 | 1.23 | -2.34 | 0.31 | 0.85 | -0.68 |
| Standard Deviation(%) | NA | 34.11 | 54.37 | 45.18 | 35.48 | NA | NA | … | … | 41.10 | 35.76 | 82.42 | 25.79 | 25.44 | 26.75 | 28.58 | 26.46 | 23.81 | NA | 23.25 | 31.54 | 18.65 | 127.37 | 25.55 | 23.94 | 24.21 | 9.51 |
| Draw Down(%) | NA | 19.12 | 67.69 | 72.78 | 72.78 | NA | NA | … | … | 17.78 | 19.12 | 66.91 | 24.13 | 34.76 | 26.28 | 20.92 | 14.12 | 9.94 | 0.00 | 4.96 | 16.67 | 11.87 | 5.56 | 46.75 | 20.49 | 12.90 | 4.52 |
| Yield(%) | 0.00 | 0.48 | 1.64 | 1.62 | 2.53 | 1.69 | 1.26 | … | … | 0.00 | 0.59 | 1.35 | 3.62 | 2.38 | 1.76 | 2.11 | 2.18 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 02/01/2022, Common starting date is 10/15/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWB (Great Western Bancorp Inc) |
-31.00%
Sep 2017 – Sep 2020 |
-12.24%
Oct 2015 – Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GWB (Great Western Bancorp Inc) |
30.34%
Jan 2015 – Jan 2018 |
11.56%
Nov 2014 – Nov 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart