Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVWAX (IVA WORLDWIDE FUND CLASS A) | NA | 1.84% | 4.50% | 3.74% | 4.94% | NA | NA | … | … |
Data as of 01/07/2022, Common starting date is 10/29/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVWAX (IVA WORLDWIDE FUND CLASS A) | 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 | 1.84 | 4.50 | 3.74 | 4.94 | NA | NA | … | … | 0.00 | 3.94 | -0.71 | 12.44 | -7.55 | 13.54 | 6.23 | -2.47 | 3.20 | 16.92 | 6.63 | -2.21 | 18.47 | 23.03 | 10.91 |
| Sharpe Ratio | NA | 0.47 | 0.33 | 0.30 | 0.53 | NA | NA | … | … | NA | 1.21 | -0.05 | 1.50 | -1.20 | 4.05 | 0.87 | -0.37 | 0.62 | 2.71 | 0.75 | -0.15 | 1.96 | 2.26 | 3.45 |
| Standard Deviation(%) | NA | 3.86 | 12.11 | 10.11 | 8.63 | NA | NA | … | … | NA | 5.05 | 19.37 | 7.33 | 7.42 | 3.20 | 6.90 | 6.80 | 5.11 | 6.23 | 8.79 | 15.25 | 9.40 | 10.15 | 24.16 |
| Draw Down(%) | NA | 2.30 | 25.85 | 25.85 | 25.85 | NA | NA | … | … | NA | 2.30 | 25.85 | 6.77 | 12.35 | 0.96 | 4.96 | 7.48 | 5.50 | 4.14 | 10.26 | 13.18 | 7.03 | 12.58 | 8.74 |
| Yield(%) | 0.00 | 0.00 | 2.56 | 3.96 | 4.22 | 5.16 | 3.87 | … | … | 0.00 | 0.00 | 0.31 | 7.50 | 8.47 | 3.48 | 1.23 | 4.09 | 5.15 | 4.69 | 3.06 | 5.78 | 4.47 | 3.67 | 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 |
|---|---|---|---|---|
| IVWAX (IVA WORLDWIDE FUND CLASS A) |
-3.05%
Mar 2017 – Mar 2020 |
-0.52%
Mar 2015 – Mar 2020 |
3.50%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVWAX (IVA WORLDWIDE FUND CLASS A) |
18.19%
Feb 2009 – Feb 2012 |
14.53%
Feb 2009 – Feb 2014 |
8.85%
Feb 2009 – Feb 2019 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart