Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LVOXU (LiveVox Holdings Inc Unit) | NA | 16.22% | -27.87% | NA | NA | NA | NA | … | … |
Data as of 12/29/2023, Common starting date is 03/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LVOXU (LiveVox Holdings Inc Unit) | 03/08/2019 | 12/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 16.22 | -27.87 | NA | NA | NA | NA | … | … | 16.22 | -36.46 | -52.58 | 9.22 | 3.00 |
| Sharpe Ratio | NA | 0.25 | -0.38 | NA | NA | NA | NA | … | … | 0.25 | -0.33 | -0.77 | 0.16 | 0.46 |
| Standard Deviation(%) | NA | 47.68 | 82.36 | NA | NA | NA | NA | … | … | 47.77 | 114.01 | 66.26 | 56.58 | 5.30 |
| Draw Down(%) | NA | 27.43 | 85.11 | NA | NA | NA | NA | … | … | 27.43 | 66.13 | 65.44 | 30.64 | 1.17 |
| Yield(%) | 0.00 | 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 12/29/2023, Common starting date is 03/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LVOXU (LiveVox Holdings Inc Unit) |
-42.78%
Jul 2019 – Jul 2022 |
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 |
|---|---|---|---|---|
| LVOXU (LiveVox Holdings Inc Unit) |
-30.10%
Oct 2020 – Oct 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart