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
MIXT (Mix Telemats Ltd) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 04/05/2024, Common starting date is 08/09/2013
More Performance Analytics Comparison
Name Start Date End Date
MIXT (Mix Telemats Ltd) 08/09/2013 04/05/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 NA NA -100.00 26.79 -42.43 2.11 -0.59 -15.67 23.93 111.38 52.19 -32.52 -47.61 -31.54
Sharpe Ratio NA NA NA NA NA NA NA NA 0.52 -0.95 0.05 -0.02 -0.59 0.59 3.02 1.30 -0.79 -1.16 -1.70
Standard Deviation(%) NA NA NA NA NA NA NA NA 43.49 46.26 43.95 53.16 28.82 38.42 36.85 39.94 41.30 41.03 36.44
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 44.68 44.12 34.24 53.40 37.75 36.60 28.29 22.90 46.18 55.56 35.59
Yield(%) NA 2.99 1.86 1.56 2.00 0.77 0.58 0.68 3.39 2.53 2.14 1.77 1.65 1.29 3.30 3.98 2.88 0.00 0.00
Data as of 04/05/2024, Common starting date is 08/09/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIXT (Mix Telemats Ltd) -22.65%
Sep 2013 – Sep 2016
-17.89%
Oct 2018 – Oct 2023
-7.30%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MIXT (Mix Telemats Ltd) 79.89%
Feb 2016 – Feb 2019
34.66%
Feb 2016 – Feb 2021
5.60%
Mar 2014 – Mar 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return