Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLUTF (Volution Group plc) | NA | 4.16% | -10.03% | -6.15% | NA | NA | NA | 10.17% |
Data as of 11/20/2024, AR inception is 08/24/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLUTF (Volution Group plc) | 08/24/2017 | 11/20/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2024 | 2023 | 2022 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 4.16 | -10.03 | -6.15 | NA | NA | NA | 10.17 | 1.39 | -15.00 | 161.03 | -34.17 | 11.00 |
| Sharpe Ratio | NA | -1.16 | 0.30 | 0.16 | NA | NA | NA | 0.08 | -5.28 | -0.50 | 0.05 | -0.41 | 0.84 |
| Standard Deviation(%) | NA | 2.15 | 94.85 | 94.85 | NA | NA | NA | 92.67 | 1.03 | 23.60 | 941.12 | 86.74 | 41.62 |
| Draw Down(%) | NA | 0.00 | 30.09 | 30.09 | NA | NA | NA | 41.34 | 0.00 | 23.46 | 15.50 | 41.34 | 4.66 |
| Yield(%) | 0.00 | 4.06 | 0.95 | 0.57 | 0.77 | 0.51 | 0.38 | 1.10 | 1.37 | 2.27 | 0.00 | 0.00 | 0.00 |
Data as of 11/20/2024, AR inception is 08/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLUTF (Volution Group plc) |
19.61%
Sep 2021 - Sep 2024 |
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 |
|---|---|---|---|---|
| VLUTF (Volution Group plc) |
21.35%
Jul 2021 - Jul 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart