Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XIRLX (The New Ireland Fund Inc) | NA | 3.19% | 11.60% | -3.89% | NA | NA | NA | -1.97% |
Data as of 03/27/2023, AR inception is 08/29/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIRLX (The New Ireland Fund Inc) | 08/29/2016 | 03/27/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.19 | 11.60 | -3.89 | NA | NA | NA | -1.97 | 10.68 | -24.56 | 16.20 | 10.42 | 18.31 | -27.52 | 16.47 | -6.12 |
| Sharpe Ratio | NA | -0.04 | 0.38 | -0.21 | NA | NA | NA | -0.13 | 3.55 | -0.87 | 1.26 | 0.29 | 1.14 | -1.84 | 1.17 | -1.12 |
| Standard Deviation(%) | NA | 25.28 | 26.33 | 25.04 | NA | NA | NA | 22.88 | 13.97 | 30.00 | 17.60 | 35.18 | 14.82 | 15.66 | 13.59 | 15.20 |
| Draw Down(%) | NA | 28.66 | 51.96 | 53.02 | NA | NA | NA | 55.39 | 4.52 | 40.39 | 11.50 | 46.88 | 15.80 | 33.64 | 9.53 | 11.95 |
| Yield(%) | 0.00 | 1.93 | 2.14 | 1.37 | 1.70 | 1.13 | 0.85 | 2.83 | 0.00 | 1.61 | 0.01 | 2.51 | 3.41 | 2.77 | 8.86 | 0.00 |
Data as of 03/27/2023, AR inception is 08/29/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIRLX (The New Ireland Fund Inc) |
-12.58%
Mar 2017 - Mar 2020 |
-10.89%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIRLX (The New Ireland Fund Inc) |
13.53%
Oct 2018 - Oct 2021 |
6.53%
Oct 2016 - Oct 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart