Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SVPLF (Kin and Carta plc) | NA | 72.13% | -17.82% | 1.35% | NA | NA | NA | … | … |
Data as of 04/26/2024, Common starting date is 12/07/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SVPLF (Kin and Carta plc) | 12/07/2018 | 04/26/2024 |
| 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 | 72.13 | -17.82 | 1.35 | NA | NA | NA | … | … | -15.15 | -43.77 | 0.00 | 330.75 | -48.62 | 1.95 | 0.00 |
| Sharpe Ratio | NA | 0.45 | -0.18 | 0.00 | NA | NA | NA | … | … | -1.69 | -0.24 | 0.00 | 2.53 | -0.78 | 0.38 | 0.00 |
| Standard Deviation(%) | NA | 152.59 | 115.49 | 110.11 | NA | NA | NA | … | … | 25.91 | 199.78 | NA | 130.60 | 62.33 | 1.44 | NA |
| Draw Down(%) | NA | 72.35 | 81.94 | 81.94 | NA | NA | NA | … | … | 15.15 | 81.94 | 0.00 | 2.83 | 49.12 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.36 | 0.24 | 0.16 | 0.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.50 | 1.95 | 0.00 |
Data as of 04/26/2024, Common starting date is 12/07/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVPLF (Kin and Carta plc) |
-8.03%
Sep 2020 – Sep 2023 |
4.49%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SVPLF (Kin and Carta plc) |
41.17%
Jun 2020 – Jun 2023 |
4.88%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart