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
IVC (Invacare Corporation) NA -98.67% -84.98% -73.89% -47.36% -37.12% -30.65%
Data as of 04/03/2023, Common starting date is 05/11/1984
More Performance Analytics Comparison
Name Start Date End Date
IVC (Invacare Corporation) 05/11/1984 04/03/2023
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 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984
Annualized Return (%) 0.00 -98.67 -84.98 -73.89 -47.36 -37.12 -30.65 -95.24 -84.56 -69.61 -0.43 109.77 -74.48 29.12 -24.96 3.76 -27.79 42.39 6.61 -49.30 20.93 60.70 -38.41 2.65 -22.04 -31.93 14.59 21.23 -1.22 -1.58 70.72 -16.41 10.34 -20.91 8.91 47.45 24.55 13.40 -13.00 168.67 88.64 11.39 49.06 -18.46 71.05 11.76 -61.36
Sharpe Ratio NA -0.36 -0.49 -0.51 -0.44 NA NA -0.20 -0.72 -0.88 -0.01 0.88 -1.31 0.21 -1.11 -0.37 -1.17 0.79 -0.41 -1.34 0.07 1.26 -1.32 -0.68 -1.29 -1.87 -0.18 0.08 -0.63 -0.62 0.05 0.23 0.99 -1.45 0.25 -0.41 0.96 0.40 -0.25 3.61 1.93 0.24 1.21 -0.44 1.45 0.18 -1.19
Standard Deviation(%) NA 282.67 174.57 147.88 108.93 NA NA 519.93 120.19 78.71 77.73 98.24 73.52 47.13 52.88 40.26 39.48 30.39 29.74 50.65 32.52 33.31 43.74 28.82 34.59 28.31 27.65 24.79 33.12 37.46 45.77 37.80 44.18 46.47 43.31 35.39 27.24 33.61 52.44 46.49 45.73 47.93 40.33 41.67 48.80 65.38 64.80
Draw Down(%) NA 98.80 99.81 99.90 99.92 NA NA 97.30 88.66 78.75 52.18 60.02 83.75 24.09 47.96 38.35 53.32 35.33 27.65 57.13 33.69 25.95 48.34 29.33 42.54 36.15 15.40 12.09 26.43 29.45 25.00 33.64 29.69 37.50 22.66 13.68 14.41 22.52 43.33 21.33 20.45 49.64 20.55 54.26 20.69 38.64 63.04
Yield(%) 0.00 0.00 0.00 0.14 0.29 0.19 0.14 0.00 0.00 0.00 0.28 1.20 0.30 0.30 0.31 0.32 0.23 0.38 0.25 0.21 0.16 0.33 0.21 0.21 0.16 0.11 0.13 0.15 0.16 0.16 0.28 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 04/03/2023, Common starting date is 05/11/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVC (Invacare Corporation) -86.08%
Mar 2020 – Mar 2023
-74.09%
Mar 2018 – Mar 2023
-47.53%
Mar 2013 – Mar 2023
-37.17%
Mar 2008 – Mar 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVC (Invacare Corporation) 87.16%
Nov 1988 – Nov 1991
52.81%
Nov 1987 – Nov 1992
38.16%
Jan 1986 – Jan 1996
26.30%
Sep 1985 – Sep 2000
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return