Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HAVSF (HAVAS ORD) | NA | 0.00% | 0.00% | -1.96% | 7.45% | NA | NA | … | … |
Data as of 09/27/2022, Common starting date is 02/07/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HAVSF (HAVAS ORD) | 02/07/2012 | 09/27/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | -1.96 | 7.45 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -7.16 | 33.43 | 3.31 | 2.91 | -2.49 | 52.46 | 23.75 |
| Sharpe Ratio | NA | 0.00 | 0.00 | -0.54 | 0.39 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | -0.63 | 1.90 | 0.26 | 0.09 | -0.12 | 2.03 | 0.75 |
| Standard Deviation(%) | NA | 17.51 | 5.10 | 5.04 | 17.81 | NA | NA | … | … | NA | NA | NA | NA | 13.62 | 17.39 | 11.75 | 31.89 | 21.58 | 25.82 | 36.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 9.93 | 22.40 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 7.16 | 6.55 | 7.50 | 22.40 | 11.41 | 8.48 | 27.57 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.23 | 0.92 | 0.69 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.20 | 2.10 | 1.83 | 1.84 | 0.00 | 0.00 |
Data as of 09/27/2022, Common starting date is 02/07/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVSF (HAVAS ORD) |
-3.43%
Jan 2018 – Jan 2021 |
-0.65%
Aug 2017 – Aug 2022 |
6.38%
May 2012 – May 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HAVSF (HAVAS ORD) |
24.54%
Jun 2012 – Jun 2015 |
20.07%
Jun 2012 – Jun 2017 |
9.22%
Aug 2012 – Aug 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart