Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDVCX (LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND ) | NA | -32.53% | -12.40% | -3.75% | NA | NA | NA | … | … |
Data as of 04/05/2023, Common starting date is 09/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDVCX (LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND ) | 09/25/2015 | 04/05/2023 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.94 | -32.53 | -12.40 | -3.75 | NA | NA | NA | … | … | 10.08 | -57.46 | -20.86 | 64.28 | 50.61 | -2.38 | 50.18 | -2.61 | 13.80 |
| Sharpe Ratio | NA | -0.79 | -0.22 | -0.10 | NA | NA | NA | … | … | 1.66 | -1.06 | -0.51 | 1.15 | 1.79 | -0.10 | 2.88 | -0.10 | 2.38 |
| Standard Deviation(%) | NA | 44.88 | 49.49 | 46.40 | NA | NA | NA | … | … | 23.85 | 56.06 | 59.93 | 55.49 | 27.78 | 36.24 | 17.28 | 28.82 | 26.28 |
| Draw Down(%) | NA | 42.82 | 73.38 | 73.38 | NA | NA | NA | … | … | 12.04 | 59.53 | 36.43 | 38.92 | 16.59 | 35.89 | 8.49 | 21.47 | 6.22 |
| Yield(%) | 0.00 | 0.00 | 21.74 | 16.33 | 14.83 | 9.89 | 7.41 | … | … | 0.00 | 0.00 | 23.19 | 25.38 | 0.00 | 7.34 | 14.67 | 4.03 | 8.73 |
Data as of 04/05/2023, Common starting date is 09/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDVCX (LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND ) |
-18.69%
Dec 2019 – Dec 2022 |
-5.81%
Feb 2018 – Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDVCX (LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND LELAND THOMSON REUTERS VENTURE CAPITAL INDEX FUND ) |
38.82%
Aug 2017 – Aug 2020 |
37.34%
Apr 2016 – Apr 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart