Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADDC (Addmaster Corporation) | NA | -3.90% | 8.96% | 2.36% | 8.87% | 8.23% | NA | … | … |
Data as of 05/28/2024, Common starting date is 05/27/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADDC (Addmaster Corporation) | 05/27/2008 | 05/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.90 | 8.96 | 2.36 | 8.87 | 8.23 | NA | … | … | 2.78 | -5.26 | -5.24 | 41.60 | -10.75 | -7.86 | 13.54 | 26.30 | 11.66 | 20.01 | -25.39 | 32.48 | -6.77 | 40.70 | 10.24 | 7.50 | -16.65 |
| Sharpe Ratio | NA | -1.06 | 0.48 | 0.02 | 0.29 | NA | NA | … | … | 0.77 | -1.40 | -1.17 | 1.91 | -0.17 | -1.57 | 0.60 | 1.05 | 0.67 | 1.27 | -0.43 | 0.69 | -0.23 | 1.25 | 0.45 | 0.14 | -0.82 |
| Standard Deviation(%) | NA | 7.28 | 13.66 | 31.31 | 26.88 | NA | NA | … | … | 4.31 | 6.87 | 5.70 | 21.80 | 65.54 | 5.89 | 20.40 | 24.61 | 17.21 | 15.76 | 58.95 | 46.98 | 29.29 | 32.45 | 22.81 | 52.21 | 32.63 |
| Draw Down(%) | NA | 6.49 | 10.22 | 38.06 | 46.50 | NA | NA | … | … | 0.00 | 6.49 | 5.24 | 4.17 | 38.06 | 9.73 | 15.64 | 8.97 | 11.54 | 4.55 | 38.53 | 24.22 | 23.67 | 12.57 | 14.77 | 37.50 | 24.53 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.48 | 2.08 | 2.98 | 1.91 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 1.42 | 1.01 | 0.95 | 1.94 | 3.06 | 3.56 | 2.43 | 2.84 | 2.33 | 7.21 | 3.49 | 0.00 | 3.58 |
Data as of 05/28/2024, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADDC (Addmaster Corporation) |
-11.48%
Mar 2018 – Mar 2021 |
-1.16%
Mar 2018 – Mar 2023 |
4.13%
Dec 2013 – Dec 2023 |
6.60%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADDC (Addmaster Corporation) |
38.69%
Feb 2009 – Feb 2012 |
24.04%
Apr 2013 – Apr 2018 |
16.74%
Feb 2009 – Feb 2019 |
11.44%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart