Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTEPF (The Vitec Group plc) | NA | -78.64% | -67.50% | -43.72% | -22.68% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/08/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTEPF (The Vitec Group plc) | 06/08/2015 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -78.64 | -67.50 | -43.72 | -22.68 | NA | NA | … | … | -65.38 | -48.73 | -73.99 | -23.34 | 60.95 | -18.56 | 3.23 | 6.32 | 41.84 | 0.00 | 8.46 |
| Sharpe Ratio | NA | -0.84 | -0.83 | -0.58 | -0.42 | NA | NA | … | … | -0.81 | -0.92 | -0.76 | -0.86 | 0.59 | -0.82 | 0.86 | 1.18 | 1.12 | 0.00 | 1.72 |
| Standard Deviation(%) | NA | 97.27 | 85.08 | 79.21 | 57.11 | NA | NA | … | … | 98.59 | 57.16 | 102.90 | 28.78 | 103.32 | 22.95 | 2.03 | 4.20 | 36.92 | NA | 8.84 |
| Draw Down(%) | NA | 81.79 | 96.53 | 96.77 | 96.77 | NA | NA | … | … | 65.38 | 57.18 | 75.16 | 24.93 | 40.16 | 20.41 | 0.00 | 0.00 | 1.82 | 0.00 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 0.60 | 1.44 | 1.95 | 1.32 | 0.99 | … | … | 0.00 | 0.00 | 2.51 | 2.09 | 0.94 | 1.84 | 2.61 | 2.29 | 0.00 | 0.00 | 0.00 |
Data as of 09/26/2025, Common starting date is 06/08/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEPF (The Vitec Group plc) |
-67.41%
Aug 2022 – Aug 2025 |
-43.72%
Aug 2020 – Aug 2025 |
-22.55%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEPF (The Vitec Group plc) |
15.99%
Jul 2015 – Jul 2018 |
17.48%
Sep 2016 – Sep 2021 |
-22.55%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart