Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVAC (Intevac Inc) | NA | 6.90% | -8.28% | -0.36% | -4.12% | -7.81% | -4.03% | … | … |
Data as of 03/28/2025, Common starting date is 11/22/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVAC (Intevac Inc) | 11/22/1995 | 03/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 6.90 | -8.28 | -0.36 | -4.12 | -7.81 | -4.03 | … | … | 19.17 | -21.30 | -33.23 | 37.37 | -34.67 | 2.12 | 34.99 | -23.65 | -19.88 | 81.53 | -39.38 | 4.58 | 62.58 | -38.24 | -47.18 | 22.14 | 126.23 | -65.13 | -43.97 | 96.59 | 74.60 | -46.38 | 253.38 | 67.65 | -23.84 | -10.71 | -45.10 | -34.62 | -42.65 | 156.60 | 0.00 |
| Sharpe Ratio | NA | -0.02 | -0.29 | -0.08 | -0.12 | NA | NA | … | … | 2.54 | -0.57 | -0.80 | 0.90 | -0.57 | 0.03 | 0.89 | -0.50 | -0.43 | 2.16 | -1.03 | 0.11 | 1.51 | -0.82 | -0.74 | 0.40 | 1.90 | -0.81 | -0.79 | 1.46 | 1.38 | -0.61 | 3.65 | 0.76 | -0.26 | -0.12 | -0.54 | -0.54 | -0.63 | 1.56 | -0.07 |
| Standard Deviation(%) | NA | 49.98 | 44.38 | 49.74 | 47.65 | NA | NA | … | … | 41.79 | 48.68 | 47.33 | 40.15 | 60.96 | 58.98 | 37.87 | 50.58 | 47.85 | 37.73 | 38.21 | 42.70 | 41.31 | 47.06 | 64.10 | 55.63 | 66.55 | 81.44 | 59.76 | 64.45 | 52.60 | 76.96 | 69.31 | 88.06 | 101.20 | 126.63 | 89.76 | 70.68 | 73.06 | 97.08 | 50.14 |
| Draw Down(%) | NA | 42.82 | 66.44 | 69.16 | 81.75 | NA | NA | … | … | 7.99 | 44.10 | 58.42 | 25.22 | 50.49 | 55.29 | 29.88 | 43.20 | 50.55 | 17.13 | 42.21 | 40.54 | 26.26 | 51.97 | 59.96 | 46.25 | 32.35 | 77.49 | 56.72 | 51.60 | 40.56 | 78.13 | 30.57 | 59.69 | 67.23 | 66.41 | 72.84 | 47.19 | 65.56 | 57.69 | 10.71 |
| Yield(%) | 1.29 | 2.71 | 0.65 | 0.50 | 0.17 | 0.05 | 0.06 | … | … | 3.01 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/28/2025, Common starting date is 11/22/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVAC (Intevac Inc) |
-43.72%
Feb 2006 – Feb 2009 |
-33.27%
Sep 1996 – Sep 2001 |
-16.94%
Mar 2006 – Mar 2016 |
-11.69%
Nov 2006 – Nov 2021 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVAC (Intevac Inc) |
93.48%
Apr 2003 – Apr 2006 |
61.25%
Dec 2001 – Dec 2006 |
17.61%
Apr 2000 – Apr 2010 |
10.45%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison Chart