Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XTERF (Norvista Capital Corporation) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 02/06/2024, Common starting date is 08/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XTERF (Norvista Capital Corporation) | 08/27/2018 | 02/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 100.00 | -87.59 | 25.64 | 81.76 | 7.87 | -39.98 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.39 | -0.71 | 0.51 | 1.52 | 0.52 | -0.91 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 69.59 | 125.15 | 50.51 | 53.26 | 12.47 | 87.37 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 0.00 | 87.59 | 34.41 | 0.00 | 4.07 | 39.98 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 9.08 | 2.73 | 1.82 | 1.36 | … | … | 0.00 | 0.00 | 0.00 | 23.15 | 0.00 | 0.00 | 0.00 |
Data as of 02/06/2024, Common starting date is 08/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTERF (Norvista Capital Corporation) |
-45.43%
Jul 2020 – Jul 2023 |
-18.17%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XTERF (Norvista Capital Corporation) |
35.06%
Dec 2018 – Dec 2021 |
-9.38%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart