Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VTMTF (Vertu Motors plc) | NA | -5.73% | 6.28% | 15.21% | NA | NA | NA | 10.06% |
Data as of 11/11/2024, AR inception 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 | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -5.73 | 6.28 | 15.21 | NA | NA | NA | 10.06 | -9.29 | 50.52 | -21.58 | 175.82 | -33.66 | -18.16 | 8.44 | 10.72 |
| Sharpe Ratio | NA | -1.04 | -0.04 | 0.27 | NA | NA | NA | 0.17 | -0.90 | 1.69 | -0.52 | 2.13 | -0.81 | -0.44 | 0.50 | 0.58 |
| Standard Deviation(%) | NA | 23.84 | 35.82 | 46.19 | NA | NA | NA | 40.51 | 19.62 | 27.63 | 43.90 | 82.38 | 41.84 | 44.35 | 14.14 | 18.76 |
| Draw Down(%) | NA | 18.28 | 47.78 | 47.78 | NA | NA | NA | 53.02 | 9.78 | 11.93 | 45.48 | 11.57 | 40.31 | 34.94 | 5.31 | 10.46 |
| Yield(%) | 0.00 | 2.69 | 2.91 | 3.29 | 2.35 | 1.57 | 1.18 | 3.36 | 1.56 | 4.34 | 2.20 | 2.61 | 0.00 | 3.14 | 3.31 | 3.54 |
Data as of 11/11/2024, AR inception 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) |
48.22%
Dec 2020 - Dec 2023 |
12.42%
Dec 2018 - Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart