Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MHIVF (Invesque Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 02/07/2024, Common starting date is 01/12/2018
More Performance Analytics Comparison
Name Start Date End Date
MHIVF (Invesque Inc) 01/12/2018 02/07/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -84.00 -58.10 -0.56 -73.27 -4.75 -20.61
Sharpe Ratio NA -0.50 -0.46 -0.50 NA NA NA 455.39 -0.62 -0.60 -0.01 -0.67 -0.21 -0.93
Standard Deviation(%) NA 160.59 117.89 104.59 NA NA NA 273.52 142.39 98.98 73.68 108.80 28.99 24.33
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 88.00 63.41 58.95 78.91 23.42 34.10
Yield(%) 0.00 0.00 0.00 2.20 1.86 1.24 0.93 0.00 0.00 0.00 0.00 2.75 10.51 8.27
Data as of 02/07/2024, Common starting date is 01/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MHIVF (Invesque Inc) -59.45%
Dec 2020 – Dec 2023
-54.46%
Dec 2018 – Dec 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MHIVF (Invesque Inc) -23.14%
Apr 2018 – Apr 2021
-33.93%
Feb 2018 – Feb 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return