Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWAV (Shockwave Medical Inc) | NA | 1,930.51% | 226.53% | 150.62% | NA | NA | NA | … | … |
Data as of 06/04/2024, Common starting date is 03/08/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWAV (Shockwave Medical Inc) | 03/08/2019 | 06/04/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1,664.43 | 1,930.51 | 226.53 | 150.62 | NA | NA | NA | … | … | 2,997.66 | -7.32 | 15.30 | 71.93 | 136.16 | 38.94 |
| Sharpe Ratio | NA | 6.80 | 1.30 | 1.08 | NA | NA | NA | … | … | 750.27 | -0.24 | 0.20 | 1.19 | 2.22 | 0.75 |
| Standard Deviation(%) | NA | 285.06 | 171.85 | 138.39 | NA | NA | NA | … | … | 432.75 | 49.02 | 68.91 | 60.68 | 60.74 | 64.51 |
| Draw Down(%) | NA | 46.30 | 52.07 | 64.92 | NA | NA | NA | … | … | 6.96 | 46.81 | 45.96 | 34.72 | 51.49 | 55.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2024, Common starting date is 03/08/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAV (Shockwave Medical Inc) |
21.29%
Nov 2020 – Nov 2023 |
50.61%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWAV (Shockwave Medical Inc) |
215.87%
May 2021 – May 2024 |
148.54%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart