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
IVTY (Invuity Inc) NA -19.23% -14.73% NA NA NA NA
Data as of 10/24/2018, Common starting date is 06/15/2015
More Performance Analytics Comparison
Name Start Date End Date
IVTY (Invuity Inc) 06/15/2015 10/24/2018
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2018 2017 2016 2015
Annualized Return (%) -0.14 -19.23 -14.73 NA NA NA NA 19.19 7.83 -34.81 -40.88
Sharpe Ratio NA -0.29 -0.23 NA NA NA NA 0.30 0.15 -0.40 -0.95
Standard Deviation(%) NA 69.61 70.44 NA NA NA NA 75.03 49.08 86.48 64.70
Draw Down(%) NA 70.05 80.18 NA NA NA NA 54.84 36.76 63.57 41.93
Yield(%) 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 10/24/2018, Common starting date is 06/15/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVTY (Invuity Inc) -30.23%
Jul 2015 – Jul 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IVTY (Invuity Inc) -19.18%
Sep 2015 – Sep 2018
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return