Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INRLF (Valneva SE) | 38.28% | -21.89% | -33.35% | -10.56% | -4.22% | -10.86% | NA | -13.76% |
Data as of 07/14/2025, AR inception is 04/26/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INRLF (Valneva SE) | 04/26/2010 | 07/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.77 | -21.89 | -33.35 | -10.56 | -4.22 | -10.86 | NA | -13.76 | 38.28 | -58.38 | -22.83 | -76.12 | 182.15 | 242.11 | -18.57 | -1.69 | -4.81 | -10.95 | -44.00 | 36.86 | 130.25 | -1.65 | -84.13 | -48.31 |
| Sharpe Ratio | NA | -0.47 | -0.61 | -0.14 | -0.08 | NA | NA | -0.22 | 1.50 | -1.06 | -0.48 | -0.67 | 1.69 | 2.52 | -0.61 | -0.08 | -0.15 | -0.96 | -0.87 | 1.17 | 1.41 | -0.05 | -1.28 | -0.77 |
| Standard Deviation(%) | NA | 54.40 | 62.73 | 88.43 | 68.29 | NA | NA | 67.40 | 55.51 | 61.49 | 56.80 | 115.56 | 107.79 | 95.23 | 32.97 | 37.10 | 36.05 | 11.60 | 50.54 | 31.38 | 92.63 | 37.96 | 65.66 | 79.82 |
| Draw Down(%) | NA | 53.69 | 82.66 | 94.35 | 94.35 | NA | NA | 94.35 | 19.43 | 65.19 | 41.52 | 82.41 | 52.56 | 45.99 | 38.53 | 32.32 | 31.02 | 10.95 | 44.00 | 0.00 | 8.40 | 34.65 | 84.13 | 55.59 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/14/2025, AR inception is 04/26/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INRLF (Valneva SE) |
-59.04%
Nov 2021 - Nov 2024 |
-28.08%
Oct 2010 - Oct 2015 |
-15.10%
May 2010 - May 2020 |
-11.80%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INRLF (Valneva SE) |
103.47%
Nov 2018 - Nov 2021 |
53.63%
Nov 2016 - Nov 2021 |
28.90%
Nov 2011 - Nov 2021 |
-10.69%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart