Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVICX (IVA INTERNATIONAL FUND CLASS C) | NA | -33.42% | -10.53% | -6.35% | -0.56% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVICX (IVA INTERNATIONAL FUND CLASS C) | 10/29/2008 | 01/07/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -33.42 | -10.53 | -6.35 | -0.56 | NA | NA | … | … | 0.00 | -32.16 | -4.94 | 13.43 | -13.85 | 16.16 | 1.75 | 0.42 | 0.38 | 14.71 | 9.39 | -2.70 | 15.60 | 18.49 | 11.57 |
| Sharpe Ratio | NA | -0.78 | -0.40 | -0.32 | -0.06 | NA | NA | … | … | NA | -0.84 | -0.26 | 1.55 | -1.82 | 3.96 | 0.22 | 0.06 | 0.08 | 2.48 | 1.22 | -0.19 | 1.59 | 1.66 | 3.60 |
| Standard Deviation(%) | NA | 42.93 | 27.59 | 21.80 | 16.07 | NA | NA | … | … | NA | 53.54 | 19.89 | 7.74 | 8.35 | 3.94 | 6.89 | 6.62 | 4.82 | 5.92 | 7.74 | 14.01 | 9.73 | 11.09 | 24.98 |
| Draw Down(%) | NA | 34.68 | 35.89 | 39.07 | 39.07 | NA | NA | … | … | NA | 34.68 | 29.42 | 7.21 | 18.35 | 1.63 | 5.45 | 8.81 | 6.13 | 4.95 | 9.22 | 12.00 | 8.76 | 13.46 | 8.30 |
| Yield(%) | 0.00 | 0.00 | 1.11 | 2.46 | 3.51 | 4.09 | 3.07 | … | … | 0.00 | 0.00 | 0.00 | 3.40 | 5.56 | 3.11 | 1.11 | 5.58 | 5.22 | 3.93 | 4.07 | 5.44 | 2.90 | 2.58 | 0.00 |
Data as of 01/07/2022, Common starting date is 10/29/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVICX (IVA INTERNATIONAL FUND CLASS C) |
-13.64%
Jul 2018 – Jul 2021 |
-6.45%
Sep 2016 – Sep 2021 |
-1.41%
Jun 2011 – Jun 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVICX (IVA INTERNATIONAL FUND CLASS C) |
16.13%
Feb 2009 – Feb 2012 |
13.46%
Feb 2009 – Feb 2014 |
7.52%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart