| Analysis at 6/27/2023 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 7.66% | 6.00% | 19.18% | 27.08% |
| Analysis at 6/27/2023 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 16.14% | 13.69% | 14.07% |
| Negative volatility | 10.76% | 8.61% | 9.58% |
| Sharpe | 0.11 | 0.50 | 0.42 |
| Sortino | 0.16 | 0.80 | 0.61 |
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | ||
| Riverfield Equities B $ | -6.19% | 24.25% | 1.45% | 23.06% | -17.83% | 7.66% | |
| Equity World (Developed Markets) - Large & Mid Cap | 31.64% | -12.34% | 20.20% | 27.15% | 7.21% | 2.21% | |