Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTXPF (Victrex plc) | NA | -30.50% | -20.14% | -14.64% | -8.88% | NA | NA | … | … |
Data as of 05/29/2025, Common starting date is 02/19/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTXPF (Victrex plc) | 02/19/2013 | 05/29/2025 |
| 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 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -30.50 | -20.14 | -14.64 | -8.88 | NA | NA | … | … | -19.99 | -32.75 | 3.13 | -34.06 | -0.23 | -6.10 | 19.44 | -16.49 | 52.69 | -7.78 | -17.87 | 30.04 | 2.99 |
| Sharpe Ratio | NA | -0.91 | -0.65 | -0.51 | -0.32 | NA | NA | … | … | -1.65 | -0.87 | -0.02 | -1.03 | -0.01 | -0.22 | 0.49 | -0.48 | 2.12 | -0.26 | -1.02 | 0.98 | 0.17 |
| Standard Deviation(%) | NA | 37.24 | 36.12 | 32.80 | 32.28 | NA | NA | … | … | 27.48 | 41.99 | 33.34 | 34.50 | 23.99 | 29.27 | 36.69 | 37.66 | 24.68 | 30.92 | 17.51 | 30.67 | 20.42 |
| Draw Down(%) | NA | 31.93 | 52.95 | 69.56 | 74.01 | NA | NA | … | … | 23.67 | 46.85 | 25.77 | 40.70 | 16.79 | 33.99 | 30.95 | 38.70 | 8.80 | 25.58 | 18.37 | 18.46 | 11.02 |
| Yield(%) | 0.00 | 5.97 | 3.04 | 2.66 | 2.06 | 2.07 | 1.55 | … | … | 4.59 | 3.93 | 3.05 | 2.46 | 2.09 | 1.37 | 3.31 | 2.25 | 1.98 | 1.79 | 1.90 | 1.85 | 0.48 |
Data as of 05/29/2025, Common starting date is 02/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTXPF (Victrex plc) |
-28.45%
Nov 2021 – Nov 2024 |
-17.31%
Nov 2019 – Nov 2024 |
-8.88%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTXPF (Victrex plc) |
21.51%
Sep 2015 – Sep 2018 |
15.56%
Jun 2016 – Jun 2021 |
0.71%
Apr 2013 – Apr 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart