Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REFA | NA | 4.39% | NA | NA | NA | NA | NA | … | … |
Data as of 02/27/2020, Common starting date is 07/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REFA | 07/11/2017 | 02/27/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.39 | NA | NA | NA | NA | NA | … | … | -1.89 | 12.80 | -18.04 | 11.42 |
| Sharpe Ratio | NA | -1.83 | NA | NA | NA | NA | NA | … | … | -1.10 | -0.84 | -2.74 | 0.64 |
| Standard Deviation(%) | NA | 12.04 | NA | NA | NA | NA | NA | … | … | 11.48 | 12.49 | 14.45 | 7.92 |
| Draw Down(%) | NA | 12.08 | NA | NA | NA | NA | NA | … | … | 5.46 | 12.08 | 24.51 | 2.46 |
| Yield(%) | 0.00 | 3.20 | 2.39 | 1.44 | 0.72 | 0.48 | 0.36 | … | … | 0.00 | 3.50 | 2.67 | 1.00 |
Data as of 02/27/2020, Common starting date is 07/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REFA (REFA) |
0.00%
NA |
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 |
|---|---|---|---|---|
| REFA (REFA) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart