Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVES (Nvest Inc) | NA | 344.35% | -12.01% | -32.88% | NA | NA | NA | … | … |
Data as of 09/20/2021, Common starting date is 11/17/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVES (Nvest Inc) | 11/17/2014 | 09/20/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.20 | 344.35 | -12.01 | -32.88 | NA | NA | NA | … | … | 344.35 | 38.55 | -58.50 | -84.00 | -10.71 | -94.34 | -50.50 | -21.57 |
| Sharpe Ratio | NA | 0.70 | -0.02 | -0.05 | NA | NA | NA | … | … | 1.22 | 0.18 | -0.07 | -0.08 | -0.03 | -0.21 | -0.36 | -0.47 |
| Standard Deviation(%) | NA | 488.84 | 634.20 | 710.93 | NA | NA | NA | … | … | 578.48 | 212.03 | 887.56 | 1,097.23 | 381.47 | 448.40 | 139.51 | 184.98 |
| Draw Down(%) | NA | 80.00 | 99.28 | 99.83 | NA | NA | NA | … | … | 80.00 | 75.15 | 99.28 | 99.44 | 76.29 | 98.39 | 74.50 | 47.37 |
| 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 |
Data as of 09/20/2021, Common starting date is 11/17/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVES (Nvest Inc) |
-92.36%
Jan 2015 – Jan 2018 |
-72.66%
Feb 2015 – Feb 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVES (Nvest Inc) |
85.48%
Jan 2018 – Jan 2021 |
-28.45%
Jul 2016 – Jul 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart