Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKRMF (Valora Holding AG) | NA | 0.00% | 10.62% | -6.59% | 4.10% | NA | NA | … | … |
Data as of 05/16/2023, Common starting date is 10/18/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKRMF (Valora Holding AG) | 10/18/2010 | 05/16/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 10.62 | -6.59 | 4.10 | NA | NA | … | … | 0.00 | 3.22 | 31.14 | -34.95 | 17.61 | -27.92 | 16.91 | 37.62 | -12.27 | 1.40 | 23.27 | -1.23 | -30.02 | 0.00 |
| Sharpe Ratio | NA | 0.00 | 0.59 | -0.24 | 0.12 | NA | NA | … | … | 0.00 | 0.71 | 1.50 | -0.78 | 1.22 | -0.60 | 1.04 | 1.46 | -0.95 | 0.06 | 1.08 | -1.04 | -0.54 | 0.00 |
| Standard Deviation(%) | NA | 2.62 | 16.11 | 32.37 | 27.54 | NA | NA | … | … | NA | 2.62 | 34.49 | 45.06 | 13.29 | 49.11 | 15.65 | 25.55 | 12.91 | 24.48 | 21.56 | 1.24 | 55.89 | NA |
| Draw Down(%) | NA | 0.00 | 0.62 | 47.46 | 47.46 | NA | NA | … | … | 0.00 | 0.00 | 0.62 | 36.30 | 6.18 | 37.59 | 0.00 | 0.00 | 16.27 | 28.30 | 0.63 | 1.23 | 44.33 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.84 | 1.58 | 5.17 | 3.19 | 2.40 | … | … | 0.00 | 1.91 | 0.00 | 4.54 | 5.34 | 4.01 | 4.48 | 6.39 | 5.70 | 6.26 | 3.86 | 6.74 | 4.80 | 0.00 |
Data as of 05/16/2023, Common starting date is 10/18/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKRMF (Valora Holding AG) |
-18.38%
Feb 2018 – Feb 2021 |
-9.62%
Apr 2011 – Apr 2016 |
-2.67%
Nov 2010 – Nov 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKRMF (Valora Holding AG) |
24.16%
Jun 2015 – Jun 2018 |
16.01%
Apr 2013 – Apr 2018 |
4.10%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart