Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AQFH (Aquesta Financial Holdings Inc) | NA | 118.33% | 20.69% | 22.22% | NA | NA | NA | … | … |
Data as of 10/04/2021, Common starting date is 09/26/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AQFH (Aquesta Financial Holdings Inc) | 09/26/2012 | 10/04/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.66 | 118.33 | 20.69 | 22.22 | NA | NA | NA | … | … | 95.49 | -5.17 | 1.58 | 14.20 | 31.87 | 7.69 | 1.56 | 10.34 | 31.13 | 15.00 |
| Sharpe Ratio | NA | 2.49 | 0.65 | 0.74 | NA | NA | NA | … | … | 2.44 | -0.37 | 0.02 | 0.46 | 1.90 | 0.19 | 0.18 | 0.57 | 0.72 | 1.75 |
| Standard Deviation(%) | NA | 51.72 | 31.39 | 29.26 | NA | NA | NA | … | … | 58.74 | 14.63 | 9.06 | 27.94 | 16.53 | 40.30 | 8.69 | 17.97 | 43.21 | 41.82 |
| Draw Down(%) | NA | 12.74 | 24.14 | 35.52 | NA | NA | NA | … | … | 12.74 | 21.81 | 8.03 | 23.61 | 8.57 | 22.33 | 4.05 | 10.00 | 24.86 | 12.88 |
| Yield(%) | 0.00 | 2.63 | 1.25 | 1.89 | 2.21 | 1.47 | 1.10 | … | … | 1.27 | 1.03 | 0.96 | 0.97 | 1.20 | 1.26 | 1.44 | 1.43 | 1.67 | 0.00 |
Data as of 10/04/2021, Common starting date is 09/26/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQFH (Aquesta Financial Holdings Inc) |
-7.52%
Jan 2018 – Jan 2021 |
3.59%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AQFH (Aquesta Financial Holdings Inc) |
30.39%
Jan 2015 – Jan 2018 |
26.71%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart