Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HMSVF (HomeServe PLC) | NA | 30.43% | -1.25% | 5.39% | NA | NA | NA | … | … |
Data as of 01/06/2023, Common starting date is 04/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HMSVF (HomeServe PLC) | 04/17/2015 | 01/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 30.43 | -1.25 | 5.39 | NA | NA | NA | … | … | 0.00 | 26.72 | -8.39 | -6.84 | 18.53 | 13.89 | 102.69 | 0.00 | -7.12 |
| Sharpe Ratio | NA | 0.67 | -0.05 | 0.15 | NA | NA | NA | … | … | 0.00 | 0.59 | -0.60 | -0.20 | 1.60 | 0.93 | 2.01 | -0.01 | -0.34 |
| Standard Deviation(%) | NA | 43.37 | 36.37 | 28.81 | NA | NA | NA | … | … | NA | 43.47 | 20.90 | 35.96 | 10.70 | 13.56 | 51.09 | 20.87 | 29.54 |
| Draw Down(%) | NA | 20.14 | 49.15 | 49.15 | NA | NA | NA | … | … | 0.00 | 22.41 | 14.10 | 20.62 | 2.63 | 3.26 | 1.68 | 13.69 | 13.69 |
| Yield(%) | 0.00 | 0.00 | 1.39 | 1.61 | 2.25 | 1.50 | 1.12 | … | … | 0.00 | 0.00 | 2.36 | 1.95 | 2.16 | 0.00 | 3.74 | 3.03 | 0.99 |
Data as of 01/06/2023, Common starting date is 04/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMSVF (HomeServe PLC) |
-11.26%
Feb 2019 – Feb 2022 |
3.12%
Nov 2017 – Nov 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HMSVF (HomeServe PLC) |
45.53%
Jan 2017 – Jan 2020 |
21.34%
Sep 2015 – Sep 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart