Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISVJF (Interserve Plc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 05/17/2021, Common starting date is 05/12/2016
More Performance Analytics Comparison
Name Start Date End Date
ISVJF (Interserve Plc) 05/12/2016 05/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -99.00 -94.59 -84.91 -67.75 -13.20
Sharpe Ratio NA -0.38 -0.19 NA NA NA NA 0.00 -0.31 -0.12 -0.72 -0.85 -0.29
Standard Deviation(%) NA 239.79 514.88 NA NA NA NA NA 324.63 826.82 119.23 80.44 69.10
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 99.00 99.95 89.06 77.78 36.46
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
Data as of 05/17/2021, Common starting date is 05/12/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISVJF (Interserve Plc) -97.37%
Aug 2016 – Aug 2019
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
ISVJF (Interserve Plc) -84.77%
Feb 2017 – Feb 2020
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return