Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFGP (Micro Focus International PLC ADR) | NA | 21.45% | -14.25% | -17.96% | NA | NA | NA | … | … |
Data as of 01/30/2023, Common starting date is 08/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFGP (Micro Focus International PLC ADR) | 08/17/2017 | 01/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.45 | -14.25 | -17.96 | NA | NA | NA | … | … | 2.69 | 29.31 | 1.33 | -59.30 | -18.48 | -48.76 | 18.93 |
| Sharpe Ratio | NA | 0.30 | -0.19 | -0.26 | NA | NA | NA | … | … | 4.76 | 0.35 | 0.03 | -0.61 | -0.76 | -0.95 | 1.44 |
| Standard Deviation(%) | NA | 79.15 | 77.52 | 72.89 | NA | NA | NA | … | … | 8.21 | 80.33 | 47.57 | 96.91 | 54.62 | 74.02 | 22.98 |
| Draw Down(%) | NA | 45.29 | 77.03 | 88.16 | NA | NA | NA | … | … | 0.77 | 45.81 | 44.74 | 81.04 | 52.72 | 62.59 | 10.01 |
| Yield(%) | 0.00 | 4.60 | 2.73 | 5.29 | 2.98 | 1.99 | 1.49 | … | … | 0.00 | 4.97 | 4.42 | 3.93 | 36.81 | 2.76 | 0.00 |
Data as of 01/30/2023, Common starting date is 08/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGP (Micro Focus International PLC ADR) |
-50.32%
Oct 2017 – Oct 2020 |
-21.41%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFGP (Micro Focus International PLC ADR) |
-6.23%
Mar 2018 – Mar 2021 |
-19.77%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart