Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTEIX (VONTOBEL GLOBAL EQUITY INSTITUTIONAL FUND CLASS I) | NA | 4.78% | 11.87% | NA | NA | NA | NA | 9.94% |
Data as of 03/22/2019, AR inception is 01/05/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTEIX (VONTOBEL GLOBAL EQUITY INSTITUTIONAL FUND CLASS I) | 01/05/2015 | 03/22/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.26 | 4.78 | 11.87 | NA | NA | NA | NA | 9.94 | 8.40 | -9.31 | 29.76 | 3.42 | 5.47 |
| Sharpe Ratio | NA | -0.11 | 0.75 | NA | NA | NA | NA | 0.58 | 3.44 | -0.64 | 4.25 | 0.26 | 0.37 |
| Standard Deviation(%) | NA | 15.77 | 12.26 | NA | NA | NA | NA | 13.11 | 12.23 | 16.57 | 6.88 | 12.45 | 14.67 |
| Draw Down(%) | NA | 21.17 | 21.17 | NA | NA | NA | NA | 21.17 | 2.36 | 21.17 | 2.51 | 8.59 | 10.16 |
| Yield(%) | 0.00 | 3.87 | 3.59 | 2.37 | 1.18 | 0.79 | 0.59 | 2.96 | 0.00 | 3.77 | 4.45 | 1.25 | 0.67 |
Data as of 03/22/2019, AR inception is 01/05/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEIX (VONTOBEL GLOBAL EQUITY INSTITUTIONAL FUND CLASS I) |
8.21%
Oct 2015 - Oct 2018 |
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 |
|---|---|---|---|---|
| VTEIX (VONTOBEL GLOBAL EQUITY INSTITUTIONAL FUND CLASS I) |
14.05%
Sep 2015 - Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart