Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTMTF (Vertu Motors plc) | NA | -6.79% | 4.94% | 14.34% | NA | NA | NA | … | … |
Data as of 11/11/2024, Common starting date is 01/23/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTMTF (Vertu Motors plc) | 01/23/2017 | 11/11/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -6.79 | 4.94 | 14.34 | NA | NA | NA | … | … | -7.84 | 44.91 | -21.58 | 175.82 | -33.66 | -18.16 | 8.44 | 10.72 |
| Sharpe Ratio | NA | -0.93 | -0.03 | 0.27 | NA | NA | NA | … | … | -0.67 | 1.58 | -0.53 | 2.13 | -0.81 | -0.44 | 0.50 | 0.57 |
| Standard Deviation(%) | NA | 23.29 | 35.36 | 45.98 | NA | NA | NA | … | … | 18.99 | 26.32 | 43.90 | 82.38 | 41.84 | 44.35 | 14.14 | 18.76 |
| Draw Down(%) | NA | 18.35 | 47.78 | 47.78 | NA | NA | NA | … | … | 8.34 | 11.93 | 45.48 | 11.57 | 40.31 | 34.94 | 5.31 | 10.46 |
| Yield(%) | 0.00 | 2.69 | 2.18 | 2.57 | 2.03 | 1.35 | 1.01 | … | … | 1.56 | 1.61 | 2.20 | 2.61 | 0.00 | 3.14 | 3.31 | 3.54 |
Data as of 11/11/2024, Common starting date is 01/23/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMTF (Vertu Motors plc) |
-17.77%
Aug 2017 – Aug 2020 |
-3.04%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTMTF (Vertu Motors plc) |
46.35%
Dec 2020 – Dec 2023 |
11.57%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart