Fiserv Inc
Provider: Exchange
| Annualised Return | 16.58% |
| Realised Volatility | 22.12% |
| Downside Volatility | 15.61% |
| Max Drawdown | -46.41% |
| Winning months | 63.89% |
| Sharpe Ratio | 0.75 |
| Sortino Ratio | 1.06 |
| Calmar Ratio | 0.36 |
| Viking Ratio | 0.21 |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 6.8% | 5.22% | 7.07% | -4.47% | -1.91% | -0.48% | 9.75% | 6.74% | 2.89% | 10.16% | 11.65% | -5.89% | 56.54% |
| 2023 | 5.55% | 7.88% | -1.79% | 8.04% | -8.13% | 12.44% | 0.05% | -3.82% | -6.94% | 0.7% | 14.82% | 1.71% | 31.43% |
| 2022 | 1.84% | -7.6% | 3.82% | -3.43% | 2.31% | -11.19% | 18.78% | -4.25% | -7.53% | 9.8% | 1.58% | -3.15% | -2.62% |
| 2021 | -9.81% | 12.35% | 3.18% | 0.91% | -4.1% | -7.21% | 7.69% | 2.33% | -7.89% | -9.23% | -2% | 7.53% | -8.84% |
| 2020 | 2.58% | -7.8% | -13.14% | 8.5% | 3.6% | -8.57% | 2.22% | -0.21% | 3.48% | -7.36% | 20.65% | -1.15% | -1.53% |
| 2019 | 12.85% | 2.12% | 4.24% | -1.18% | -1.58% | 6.17% | 15.65% | 1.43% | -3.13% | 2.46% | 9.52% | -0.52% | 57.34% |
| 2018 | 7.4% | 1.81% | -0.54% | -0.63% | 2.46% | 2.05% | 1.88% | 6.08% | 2.88% | -3.74% | -0.21% | -7.13% | 12.09% |
| 2017 | 1.08% | 7.42% | -0.08% | 3.32% | 5.15% | -2.35% | 5.04% | -3.73% | 4.24% | 0.36% | 1.56% | -0.24% | 23.38% |
| 2016 | 3.39% | 1.13% | 7.27% | -4.74% | 7.79% | 3.23% | 1.5% | -6.62% | -3.47% | -1% | 6.23% | 1.59% | 16.2% |
| 2015 | 2.2% | 7.64% | 1.7% | -2.27% | 3.29% | 3.34% | 4.87% | -1.83% | 1.57% | 11.43% | -0.28% | -4.97% | 28.87% |
| 2014 | -5.08% | 3.57% | -2.34% | 7.21% | -1.1% | 0.35% | 2.24% | 4.54% | 0.26% | 7.5% | 2.89% | -0.73% | 20.19% |
| 2013 | 1.62% | 2.4% | 6.83% | 3.7% | -4.34% | 0.29% | 10.1% | 0.03% | 4.97% | 3.64% | 4.93% | 7.47% | 49.44% |
| 2012 | 7.07% | 5.42% | 4.66% | 1.3% | -4.07% | 7.1% | -2.89% | 1.68% | 3.81% | 1.12% | 2.85% | 2.65% | 34.54% |
| 2011 | 5.48% | 2.43% | -0.87% | -2.25% | 5.24% | -2.93% | -3.62% | -7.5% | -9.06% | 15.95% | -2.06% | 1.87% | 0.31% |
| 2010 | -7.1% | 7.04% | 5.29% | 0.73% | -7% | -3.97% | 9.72% | -0.18% | 7.62% | 1.3% | 1.43% | 5.9% | 20.79% |
| 2009 | -12.7% | 2.74% | 11.77% | 2.36% | 13.5% | 7.91% | 3.72% | 1.77% | -0.1% | -4.83% | 0.81% | 4.84% | 33.3% |
| 2008 | -7.42% | 2.43% | -8.61% | 5.12% | 3.58% | -13.35% | 5.4% | 8.45% | -8.75% | -29.5% | 2.34% | 6.53% | -34.46% |
| 2007 | -0.12% | 0.68% | 0.19% | 0.21% | 11.44% | -4.14% | -12.99% | -5.87% | 9.33% | 8.93% | -7.35% | 8.1% | 5.37% |