Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HCHOF (Hotel Chocolat Group plc) | NA | 87.20% | -4.09% | 4.29% | NA | NA | NA | … | … |
Data as of 01/25/2024, Common starting date is 12/14/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HCHOF (Hotel Chocolat Group plc) | 12/14/2017 | 01/25/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 87.20 | -4.09 | 4.29 | NA | NA | NA | … | … | 0.00 | 154.35 | -65.31 | 40.00 | -12.87 | 18.72 | -22.14 | 0.00 |
| Sharpe Ratio | NA | 0.78 | -0.07 | 0.04 | NA | NA | NA | … | … | 0.00 | 1.40 | -0.57 | 1.11 | -0.20 | 0.93 | -0.85 | 0.00 |
| Standard Deviation(%) | NA | 105.95 | 92.65 | 79.37 | NA | NA | NA | … | … | NA | 108.78 | 117.15 | 35.87 | 65.68 | 18.65 | 27.62 | NA |
| Draw Down(%) | NA | 44.44 | 73.96 | 78.39 | NA | NA | NA | … | … | 0.00 | 44.87 | 72.07 | 6.53 | 54.82 | 9.26 | 29.37 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.17 | 0.10 | 0.07 | 0.05 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.18 | 0.64 | 0.36 | 0.00 |
Data as of 01/25/2024, Common starting date is 12/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCHOF (Hotel Chocolat Group plc) |
-29.10%
Nov 2019 – Nov 2022 |
-22.50%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HCHOF (Hotel Chocolat Group plc) |
13.14%
Dec 2018 – Dec 2021 |
5.02%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart