Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ACEYY (Acer Incorporated) NA -32.36% 19.16% 19.35% 10.87% -1.50% NA
Data as of 06/24/2025, Common starting date is 04/06/2010
More Performance Analytics Comparison
Name Start Date End Date
ACEYY (Acer Incorporated) 04/06/2010 06/24/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 5.28 -32.36 19.16 19.35 10.87 -1.50 NA 5.28 3.08 40.26 -52.83 132.01 56.30 -22.33 91.25 4.12 10.56 -52.12 32.45 -23.16 -29.06 -59.91 5.24
Sharpe Ratio NA -1.07 0.28 0.26 0.14 NA NA 1.12 -0.04 0.64 -0.85 1.63 1.59 -1.09 0.91 0.87 0.11 -0.56 1.06 -0.50 -0.66 -0.97 0.16
Standard Deviation(%) NA 33.17 57.27 65.65 69.69 NA NA 7.52 80.56 56.54 64.00 81.12 35.12 21.87 98.98 4.05 94.88 92.38 30.57 46.01 44.51 61.99 43.34
Draw Down(%) NA 35.75 35.75 63.85 66.67 NA NA 0.00 35.75 23.37 57.57 18.39 5.53 22.33 30.00 0.00 47.09 70.00 13.91 39.30 46.16 63.82 25.59
Yield(%) 5.02 3.22 9.61 9.95 6.29 1.66 1.01 5.02 4.93 5.93 4.26 6.34 2.86 3.20 5.45 3.96 4.23 0.00 0.00 0.00 0.00 4.20 3.30
Data as of 06/24/2025, Common starting date is 04/06/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACEYY (Acer Incorporated) -39.77%
Dec 2010 – Dec 2013
-39.13%
Jan 2011 – Jan 2016
-12.54%
Nov 2010 – Nov 2020
-1.24%
May 2010 – May 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACEYY (Acer Incorporated) 60.85%
Jan 2016 – Jan 2019
41.60%
Apr 2016 – Apr 2021
14.93%
Jan 2014 – Jan 2024
-1.24%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return