Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VLXGF (Volex plc) | 46.84% | 14.82% | 17.77% | 39.65% | 15.25% | NA | NA | 2.52% |
Data as of 07/16/2025, AR inception is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VLXGF (Volex plc) | 06/19/2012 | 07/16/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.67 | 14.82 | 17.77 | 39.65 | 15.25 | NA | NA | 2.52 | 46.84 | -14.41 | 42.58 | -52.44 | 53.55 | 318.27 | 0.00 | -13.17 | 132.64 | -62.59 | 24.76 | -57.83 | 2.04 | -37.75 |
| Sharpe Ratio | NA | 0.27 | 0.44 | 0.63 | 0.23 | NA | NA | 0.03 | 1.67 | -0.59 | 1.35 | -0.85 | 1.60 | 3.20 | 0.00 | -1.03 | 1.57 | -0.64 | 1.41 | -1.13 | 1.38 | -1.20 |
| Standard Deviation(%) | NA | 55.01 | 43.11 | 62.14 | 60.27 | NA | NA | 55.76 | 70.43 | 30.41 | 29.02 | 63.31 | 33.43 | 98.70 | NA | 14.15 | 84.60 | 98.34 | 17.49 | 51.13 | 1.45 | 49.43 |
| Draw Down(%) | NA | 47.80 | 47.80 | 60.69 | 62.59 | NA | NA | 87.59 | 28.49 | 29.04 | 21.08 | 59.93 | 10.97 | 0.00 | 0.00 | 13.17 | 0.00 | 62.59 | 0.00 | 57.83 | 0.00 | 38.47 |
| Yield(%) | 0.00 | 1.22 | 1.55 | 4.69 | 1.88 | 0.54 | 0.41 | 0.63 | 0.00 | 1.34 | 1.72 | 0.71 | 1.14 | 4.92 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.01 | 0.75 |
Data as of 07/16/2025, AR inception is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLXGF (Volex plc) |
-41.83%
Sep 2013 - Sep 2016 |
-34.12%
Jul 2012 - Jul 2017 |
-4.29%
Sep 2012 - Sep 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VLXGF (Volex plc) |
85.88%
Nov 2018 - Nov 2021 |
66.96%
Nov 2016 - Nov 2021 |
15.57%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart