Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNVR (Univar Inc) | NA | 33.56% | 26.94% | 5.62% | NA | NA | NA | … | … |
Data as of 07/31/2023, Common starting date is 06/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNVR (Univar Inc) | 06/18/2015 | 07/31/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 33.56 | 26.94 | 5.62 | NA | NA | NA | … | … | 13.65 | 12.17 | 49.13 | -21.58 | 36.53 | -42.70 | 9.13 | 66.78 | -33.03 |
| Sharpe Ratio | NA | 1.06 | 0.76 | 0.10 | NA | NA | NA | … | … | 0.91 | 0.29 | 1.55 | -0.30 | 1.12 | -1.29 | 0.35 | 1.78 | -1.38 |
| Standard Deviation(%) | NA | 28.29 | 33.63 | 44.40 | NA | NA | NA | … | … | 22.71 | 37.06 | 31.70 | 73.35 | 31.73 | 34.13 | 24.50 | 37.13 | 37.90 |
| Draw Down(%) | NA | 21.13 | 35.70 | 77.16 | NA | NA | NA | … | … | 12.05 | 35.70 | 20.97 | 70.92 | 24.69 | 48.40 | 17.74 | 34.63 | 40.26 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/31/2023, Common starting date is 06/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVR (Univar Inc) |
-29.55%
Mar 2017 – Mar 2020 |
-5.86%
Jul 2015 – Jul 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNVR (Univar Inc) |
48.39%
Mar 2020 – Mar 2023 |
7.90%
Jan 2016 – Jan 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart