Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LPEAX (Vista Listed Private Equity Plus A) | NA | -55.05% | -15.65% | -11.60% | NA | NA | NA | -17.91% |
Data as of 07/24/2015, AR inception is 10/24/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPEAX (Vista Listed Private Equity Plus A) | 10/24/2007 | 07/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -41.96 | -55.05 | -15.65 | -11.60 | NA | NA | NA | -17.91 | -7.79 | -36.46 | 16.01 | 5.41 | -34.58 | 12.15 | 38.06 | -62.20 | -8.48 |
| Sharpe Ratio | NA | -1.12 | -0.39 | -0.37 | NA | NA | NA | -0.63 | -1.79 | -1.35 | 1.10 | 0.40 | -1.30 | 0.53 | 1.10 | -1.73 | -1.91 |
| Standard Deviation(%) | NA | 35.10 | 26.85 | 29.49 | NA | NA | NA | 26.13 | 7.55 | 27.03 | 14.57 | 13.37 | 26.65 | 22.75 | 34.59 | 36.51 | 21.27 |
| Draw Down(%) | NA | 39.19 | 46.68 | 58.10 | NA | NA | NA | 76.53 | 8.16 | 38.38 | 9.95 | 15.58 | 41.53 | 27.22 | 35.12 | 67.20 | 12.59 |
| Yield(%) | 0.00 | 18.19 | 12.13 | 8.35 | 2.04 | 1.36 | 1.02 | 2.92 | 0.00 | 17.53 | 9.76 | 4.35 | 7.32 | 4.15 | 4.65 | 0.00 | 0.00 |
Data as of 07/24/2015, AR inception is 10/24/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPEAX (Vista Listed Private Equity Plus A) |
-18.58%
Nov 2007 - Nov 2010 |
-14.49%
Nov 2007 - Nov 2012 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPEAX (Vista Listed Private Equity Plus A) |
19.34%
Feb 2009 - Feb 2012 |
17.32%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart