Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONDF (Mondi plc) | NA | 11.22% | -10.52% | -2.12% | 4.02% | NA | NA | … | … |
Data as of 03/28/2024, Common starting date is 08/06/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONDF (Mondi plc) | 08/06/2012 | 03/28/2024 |
| 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 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 11.22 | -10.52 | -2.12 | 4.02 | NA | NA | … | … | -11.80 | 15.67 | -26.30 | 9.51 | 1.89 | 15.79 | -3.38 | 30.60 | 0.23 | 34.77 | -7.61 | 72.18 | 28.26 |
| Sharpe Ratio | NA | 0.19 | -0.29 | -0.07 | 0.07 | NA | NA | … | … | -0.82 | 0.34 | -0.63 | 0.20 | 0.02 | 0.31 | -0.12 | 1.56 | 0.00 | 1.28 | -0.43 | 2.10 | 4.39 |
| Standard Deviation(%) | NA | 39.61 | 43.78 | 50.76 | 41.18 | NA | NA | … | … | 50.33 | 34.78 | 44.02 | 47.60 | 73.47 | 46.47 | 38.64 | 19.33 | 23.36 | 27.19 | 17.66 | 34.34 | 19.88 |
| Draw Down(%) | NA | 18.83 | 46.44 | 46.44 | 51.16 | NA | NA | … | … | 18.83 | 20.78 | 39.57 | 21.55 | 43.14 | 23.65 | 33.62 | 8.27 | 20.95 | 0.00 | 13.76 | 0.00 | 1.71 |
| Yield(%) | 0.00 | 14.76 | 4.64 | 5.26 | 6.68 | 10.13 | 7.60 | … | … | 8.64 | 4.15 | 2.77 | 2.65 | 4.28 | 7.05 | 14.50 | 3.72 | 2.92 | 2.73 | 3.40 | 1.55 | 1.21 |
Data as of 03/28/2024, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDF (Mondi plc) |
-8.74%
Feb 2021 – Feb 2024 |
-6.66%
Jun 2018 – Jun 2023 |
3.18%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONDF (Mondi plc) |
30.79%
Sep 2015 – Sep 2018 |
26.47%
Sep 2012 – Sep 2017 |
11.28%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart