Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIVBP (SVB Financial Group) | NA | -94.48% | -62.89% | NA | NA | NA | NA | … | … |
Data as of 05/11/2023, Common starting date is 12/04/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIVBP (SVB Financial Group) | 12/04/2019 | 05/11/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 15.29 | -94.48 | -62.89 | NA | NA | NA | NA | … | … | -94.11 | -27.93 | 6.32 | 9.06 | 2.42 |
| Sharpe Ratio | NA | -0.30 | -0.34 | NA | NA | NA | NA | … | … | -0.20 | -1.19 | 0.74 | 0.16 | 6.20 |
| Standard Deviation(%) | NA | 321.91 | 185.73 | NA | NA | NA | NA | … | … | 536.87 | 24.69 | 8.49 | 55.69 | 6.24 |
| Draw Down(%) | NA | 96.82 | 97.02 | NA | NA | NA | NA | … | … | 96.82 | 29.78 | 4.12 | 50.90 | 0.35 |
| Yield(%) | 0.00 | 5.06 | 4.97 | 3.33 | 1.66 | 1.11 | 0.83 | … | … | 1.90 | 4.93 | 4.94 | 4.76 | 0.00 |
Data as of 05/11/2023, Common starting date is 12/04/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIVBP (SVB Financial Group) |
-59.30%
Apr 2020 – Apr 2023 |
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 |
|---|---|---|---|---|
| SIVBP (SVB Financial Group) |
1.95%
Jan 2020 – Jan 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart