Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVARF (Porvair plc) | NA | 21.13% | -1.35% | 3.27% | 8.21% | NA | NA | … | … |
Data as of 04/30/2025, Common starting date is 05/29/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVARF (Porvair plc) | 05/29/2013 | 04/30/2025 |
| 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 (%) | 0.00 | 21.13 | -1.35 | 3.27 | 8.21 | NA | NA | … | … | 0.00 | 20.81 | 17.68 | -8.17 | 2.78 | -1.82 | 21.39 | 37.95 | 0.00 | 0.00 | -1.35 | 2.53 | 8.48 |
| Sharpe Ratio | NA | 1.22 | -0.27 | 0.03 | 0.33 | NA | NA | … | … | 0.00 | 1.19 | 0.71 | -0.23 | 1.35 | -0.12 | 1.08 | 1.40 | 0.00 | 0.00 | -0.09 | 0.09 | 1.44 |
| Standard Deviation(%) | NA | 12.11 | 21.35 | 22.14 | 19.60 | NA | NA | … | … | NA | 12.12 | 19.19 | 42.07 | 2.05 | 16.77 | 18.46 | 26.18 | NA | NA | 15.91 | 26.93 | 10.15 |
| Draw Down(%) | NA | 5.06 | 32.48 | 32.48 | 32.48 | NA | NA | … | … | 0.00 | 5.06 | 16.87 | 32.48 | 0.00 | 18.42 | 0.00 | 0.49 | 0.00 | 0.00 | 11.11 | 23.87 | 1.70 |
| Yield(%) | 0.00 | 1.15 | 0.63 | 0.85 | 0.92 | 0.68 | 0.51 | … | … | 0.00 | 1.14 | 1.02 | 0.86 | 0.81 | 0.85 | 0.99 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/30/2025, Common starting date is 05/29/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVARF (Porvair plc) |
-4.61%
Jun 2014 – Jun 2017 |
1.32%
Jun 2013 – Jun 2018 |
5.43%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVARF (Porvair plc) |
23.40%
Apr 2017 – Apr 2020 |
18.11%
Apr 2017 – Apr 2022 |
9.19%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart