Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HLVTY (Helvetia Holding AG) | NA | 4.86% | 17.52% | NA | NA | NA | NA | … | … |
Data as of 02/07/2024, Common starting date is 05/29/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HLVTY (Helvetia Holding AG) | 05/29/2019 | 02/07/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.12 | 4.86 | 17.52 | NA | NA | NA | NA | … | … | -4.03 | 39.67 | -12.75 | 20.85 | -32.86 | 14.75 |
| Sharpe Ratio | NA | 0.06 | 0.35 | NA | NA | NA | NA | … | … | -0.57 | 0.55 | -1.09 | 1.43 | -0.83 | 1.39 |
| Standard Deviation(%) | NA | 49.00 | 33.77 | NA | NA | NA | NA | … | … | 64.18 | 54.96 | 15.01 | 24.07 | 39.76 | 17.84 |
| Draw Down(%) | NA | 18.05 | 18.05 | NA | NA | NA | NA | … | … | 14.18 | 18.05 | 12.75 | 0.00 | 32.86 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.02 | 2.71 | 1.35 | 0.90 | 0.68 | … | … | 0.00 | 0.00 | 4.94 | 5.85 | 3.71 | 0.00 |
Data as of 02/07/2024, Common starting date is 05/29/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HLVTY (Helvetia Holding AG) |
-4.88%
Oct 2019 – Oct 2022 |
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 |
|---|---|---|---|---|
| HLVTY (Helvetia Holding AG) |
21.58%
Sep 2020 – Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart