Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TERNF (Tern Plc) | NA | 0.00% | 1.98% | NA | NA | NA | NA | -14.58% |
Data as of 07/10/2023, AR inception is 05/16/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TERNF (Tern Plc) | 05/16/2019 | 07/10/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 1.98 | NA | NA | NA | NA | -14.58 | 0.00 | 0.00 | 6.04 | -38.23 | -18.71 |
| Sharpe Ratio | NA | -0.41 | 0.07 | NA | NA | NA | NA | -0.55 | -0.39 | -0.17 | 0.46 | -0.80 | -1.02 |
| Standard Deviation(%) | NA | 8.41 | 10.23 | NA | NA | NA | NA | 27.60 | 11.75 | 8.41 | 13.14 | 48.09 | 28.82 |
| Draw Down(%) | NA | 5.75 | 5.75 | NA | NA | NA | NA | 50.81 | 5.75 | 5.75 | 5.70 | 38.23 | 20.32 |
| 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 07/10/2023, AR inception is 05/16/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TERNF (Tern Plc) |
-19.49%
Oct 2019 - Oct 2022 |
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 |
|---|---|---|---|---|
| TERNF (Tern Plc) |
1.98%
Mar 2020 - Mar 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart