Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PVVLF (Partners Value Investments LP) | NA | -3.71% | 6.61% | 11.21% | NA | NA | NA | … | … |
Data as of 01/23/2024, Common starting date is 01/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PVVLF (Partners Value Investments LP) | 01/29/2018 | 01/23/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.71 | 6.61 | 11.21 | NA | NA | NA | … | … | 0.00 | -3.71 | -21.38 | 77.47 | -9.68 | 39.00 | -8.72 |
| Sharpe Ratio | NA | -1.44 | 0.24 | 0.34 | NA | NA | NA | … | … | 0.00 | -1.43 | -1.03 | 2.62 | -0.20 | 2.48 | -0.62 |
| Standard Deviation(%) | NA | 5.58 | 19.17 | 28.84 | NA | NA | NA | … | … | NA | 5.60 | 22.08 | 29.52 | 50.25 | 15.16 | 17.20 |
| Draw Down(%) | NA | 6.71 | 26.66 | 44.48 | NA | NA | NA | … | … | 0.00 | 6.71 | 21.91 | 6.89 | 44.48 | 4.50 | 14.46 |
| Yield(%) | 0.00 | 0.00 | 0.24 | 0.78 | 0.44 | 0.29 | 0.22 | … | … | 0.00 | 0.00 | 0.00 | 0.79 | 0.71 | 1.94 | 0.88 |
Data as of 01/23/2024, Common starting date is 01/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVVLF (Partners Value Investments LP) |
6.42%
Jan 2020 – Jan 2023 |
9.98%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PVVLF (Partners Value Investments LP) |
30.61%
Dec 2018 – Dec 2021 |
13.11%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart