Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVEE (NV5 Global Inc) | NA | -10.04% | -12.87% | 9.17% | 14.22% | NA | NA | … | … |
Data as of 08/01/2025, Common starting date is 10/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVEE (NV5 Global Inc) | 10/01/2013 | 08/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.21 | -10.04 | -12.87 | 9.17 | 14.22 | NA | NA | … | … | 19.75 | -31.82 | -16.02 | -4.20 | 75.32 | 56.15 | -16.68 | 11.82 | 62.13 | 51.96 | 69.08 | 59.71 | 5.71 |
| Sharpe Ratio | NA | -0.35 | -0.48 | 0.22 | 0.27 | NA | NA | … | … | 0.79 | -1.41 | -0.60 | -0.16 | 1.96 | 0.76 | -0.29 | 0.21 | 1.96 | 1.02 | 1.34 | 1.45 | 0.46 |
| Standard Deviation(%) | NA | 37.40 | 33.96 | 35.37 | 46.82 | NA | NA | … | … | 42.45 | 27.48 | 33.97 | 35.44 | 38.40 | 73.28 | 62.14 | 49.55 | 31.49 | 50.65 | 51.64 | 41.07 | 53.94 |
| Draw Down(%) | NA | 40.52 | 60.49 | 60.49 | 67.98 | NA | NA | … | … | 24.21 | 33.19 | 35.43 | 27.29 | 24.76 | 58.48 | 47.25 | 40.45 | 13.69 | 30.40 | 32.06 | 15.63 | 11.96 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 08/01/2025, Common starting date is 10/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVEE (NV5 Global Inc) |
-18.29%
Dec 2021 – Dec 2024 |
2.11%
Sep 2018 – Sep 2023 |
14.68%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVEE (NV5 Global Inc) |
85.51%
Oct 2014 – Oct 2017 |
57.65%
Feb 2014 – Feb 2019 |
29.19%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart