Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VRTV (Veritiv Cor) | NA | 31.82% | 110.52% | 41.31% | NA | NA | NA | 18.87% |
Data as of 11/29/2023, AR inception is 06/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VRTV (Veritiv Cor) | 06/19/2014 | 11/29/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.05 | 31.82 | 110.52 | 41.31 | NA | NA | NA | 18.87 | 41.73 | -0.21 | 489.56 | 5.69 | -21.23 | -13.60 | -46.23 | 48.40 | -30.17 | 41.84 |
| Sharpe Ratio | NA | 0.69 | 1.87 | 0.57 | NA | NA | NA | 0.28 | 1.05 | -0.03 | 6.70 | 0.05 | -0.38 | -0.24 | -0.88 | 1.12 | -0.77 | 1.99 |
| Standard Deviation(%) | NA | 39.86 | 57.04 | 70.20 | NA | NA | NA | 61.48 | 40.24 | 52.02 | 73.11 | 106.53 | 59.13 | 62.67 | 53.18 | 42.86 | 39.05 | 46.22 |
| Draw Down(%) | NA | 30.85 | 44.12 | 84.21 | NA | NA | NA | 90.76 | 30.85 | 39.66 | 30.47 | 70.77 | 64.02 | 51.81 | 63.53 | 23.29 | 38.90 | 15.63 |
| Yield(%) | 0.00 | 1.44 | 4.52 | 1.64 | 0.69 | 0.46 | 0.34 | 0.77 | 1.61 | 0.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/29/2023, AR inception is 06/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTV (Veritiv Cor) |
-46.66%
Mar 2017 - Mar 2020 |
-29.18%
Mar 2015 - Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VRTV (Veritiv Cor) |
158.95%
Mar 2020 - Mar 2023 |
44.39%
Feb 2018 - Feb 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart