Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVEVF (Inventiva S.A) | 20.05% | 133.77% | 10.50% | -13.24% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVEVF (Inventiva S.A) | 05/08/2019 | 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 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 133.77 | 10.50 | -13.24 | NA | NA | NA | … | … | 20.05 | 21.98 | -0.82 | -25.86 | -63.71 | 25.83 | 313.74 | 9.17 |
| Sharpe Ratio | NA | 1.75 | -0.04 | -0.23 | NA | NA | NA | … | … | 1.48 | 0.23 | -9.03 | -1.08 | -0.53 | 1.39 | 1.89 | 1.21 |
| Standard Deviation(%) | NA | 74.72 | 53.44 | 68.98 | NA | NA | NA | … | … | 36.45 | 85.99 | 0.82 | 28.00 | 121.99 | 18.61 | 164.64 | 10.87 |
| Draw Down(%) | NA | 10.04 | 55.56 | 83.28 | NA | NA | NA | … | … | 7.30 | 37.36 | 0.82 | 28.46 | 69.94 | 0.76 | 24.72 | 0.00 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVEVF (Inventiva S.A) |
-44.91%
Feb 2022 – Feb 2025 |
-26.79%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVEVF (Inventiva S.A) |
73.32%
Jun 2019 – Jun 2022 |
6.80%
Jun 2019 – Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart