Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XVAMX (Vivaldi Opportunities Fund) | NA | -7.60% | NA | NA | NA | NA | NA | -2.59% |
Data as of 06/09/2020, AR inception is 10/13/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XVAMX (Vivaldi Opportunities Fund) | 10/13/2017 | 06/09/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.42 | -7.60 | NA | NA | NA | NA | NA | -2.59 | -13.14 | -7.82 | 3.67 | 0.55 |
| Sharpe Ratio | NA | -2.49 | NA | NA | NA | NA | NA | -0.77 | -2.70 | -1.94 | 0.13 | 0.83 |
| Standard Deviation(%) | NA | 9.45 | NA | NA | NA | NA | NA | 12.37 | 13.31 | 4.76 | 17.42 | 2.15 |
| Draw Down(%) | NA | 25.95 | NA | NA | NA | NA | NA | 35.13 | 20.71 | 12.19 | 12.84 | 1.07 |
| Yield(%) | 0.00 | 8.88 | 5.49 | 3.29 | 1.65 | 1.10 | 0.82 | 8.23 | 3.06 | 10.23 | 4.05 | 0.01 |
Data as of 06/09/2020, AR inception is 10/13/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVAMX (Vivaldi Opportunities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XVAMX (Vivaldi Opportunities Fund) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart