Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLAN (Anaplan Inc) | NA | 21.11% | 3.20% | NA | NA | NA | NA | … | … |
Data as of 07/15/2022, Common starting date is 10/15/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAN (Anaplan Inc) | 10/15/2018 | 07/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 21.11 | 3.20 | NA | NA | NA | NA | … | … | 39.00 | -36.19 | 37.12 | 97.44 | 9.22 |
| Sharpe Ratio | NA | 0.43 | 0.05 | NA | NA | NA | NA | … | … | 1.64 | -0.73 | 0.54 | 1.95 | 0.65 |
| Standard Deviation(%) | NA | 48.92 | 56.31 | NA | NA | NA | NA | … | … | 51.89 | 49.85 | 68.40 | 49.34 | 77.31 |
| Draw Down(%) | NA | 40.01 | 55.57 | NA | NA | NA | NA | … | … | 13.17 | 51.46 | 55.57 | 27.58 | 21.27 |
| 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 |
Data as of 07/15/2022, Common starting date is 10/15/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAN (Anaplan Inc) |
8.09%
Feb 2019 – Feb 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAN (Anaplan Inc) |
19.99%
Dec 2018 – Dec 2021 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart