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
AGRX (Agile Thrpe) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/29/2024, Common starting date is 05/23/2014
More Performance Analytics Comparison
Name Start Date End Date
AGRX (Agile Thrpe) 05/23/2014 08/29/2024
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
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 747.83 -53.06 -82.93 14.80 334.03 -78.59 -52.81 -41.60 58.96 10.83
Sharpe Ratio NA -0.17 0.03 0.02 -0.08 NA NA -0.17 1.93 -0.14 -1.09 0.18 1.73 -0.53 -0.63 -1.46 0.67 -0.06
Standard Deviation(%) NA 182.85 335.19 273.62 208.36 NA NA 217.13 392.12 388.47 76.17 80.52 179.75 189.14 114.81 51.59 60.18 75.69
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 83.29 96.99 86.58 64.09 77.78 93.47 64.21 43.03 49.30 45.35
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/29/2024, Common starting date is 05/23/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGRX (Agile Thrpe) -68.22%
Jul 2015 – Jul 2018
-46.98%
Nov 2017 – Nov 2022
-16.66%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AGRX (Agile Thrpe) 59.99%
Jul 2018 – Jul 2021
58.16%
Jul 2018 – Jul 2023
-13.47%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return