Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVA (Inventiva S.A.) | -9.03% | 25.15% | 2.74% | -21.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/13/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVA (Inventiva S.A.) | 07/13/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -19.12 | 25.15 | 2.74 | -21.00 | NA | NA | NA | … | … | -9.03 | 117.29 | -51.33 | 1.35 | -67.35 | -5.79 | 33.64 |
| Sharpe Ratio | NA | 0.51 | 0.23 | -0.27 | NA | NA | NA | … | … | 0.21 | 1.28 | -0.77 | -0.04 | -0.75 | -0.11 | 1.51 |
| Standard Deviation(%) | NA | 83.76 | 76.27 | 77.11 | NA | NA | NA | … | … | 61.18 | 85.14 | 76.10 | 76.09 | 91.77 | 50.68 | 55.51 |
| Draw Down(%) | NA | 45.65 | 66.19 | 89.47 | NA | NA | NA | … | … | 31.33 | 45.65 | 64.89 | 62.94 | 73.21 | 43.53 | 21.72 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/13/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVA (Inventiva S.A.) |
-49.17%
Sep 2021 – Sep 2024 |
-20.34%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVA (Inventiva S.A.) |
23.55%
Apr 2023 – Apr 2026 |
-13.21%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart