Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGGY (Alliance Global Group Inc) | -3.43% | -2.03% | -15.65% | -7.77% | -8.17% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 02/13/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGGY (Alliance Global Group Inc) | 02/13/2013 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.03 | -15.65 | -7.77 | -8.17 | NA | NA | … | … | -3.43 | -8.84 | -14.86 | -12.10 | -8.84 | 7.90 | -5.82 | -0.59 | -27.41 | 25.78 | -22.52 | -29.28 | -13.84 | 17.18 |
| Sharpe Ratio | NA | 0.31 | -0.38 | -0.20 | -0.18 | NA | NA | … | … | -0.20 | -0.19 | -0.44 | -0.43 | -0.20 | 0.14 | -0.08 | -0.05 | -0.76 | 0.61 | -0.49 | -0.77 | -0.54 | 0.35 |
| Standard Deviation(%) | NA | 51.01 | 50.07 | 49.14 | 50.76 | NA | NA | … | … | 54.11 | 61.56 | 41.87 | 36.77 | 52.41 | 54.40 | 80.48 | 38.42 | 38.15 | 41.22 | 46.86 | 38.08 | 25.77 | 55.55 |
| Draw Down(%) | NA | 28.19 | 60.24 | 60.26 | 71.85 | NA | NA | … | … | 20.87 | 38.04 | 34.21 | 30.38 | 48.18 | 19.10 | 52.81 | 37.83 | 42.56 | 14.99 | 33.49 | 47.22 | 30.01 | 25.15 |
| Yield(%) | 0.00 | 1.21 | 0.87 | 0.88 | 0.55 | 0.56 | 0.42 | … | … | 0.00 | 1.17 | 0.92 | 1.27 | 0.84 | 0.64 | 0.44 | 0.00 | 0.56 | 0.00 | 1.92 | 1.33 | 1.45 | 1.70 |
Data as of 06/05/2026, Common starting date is 02/13/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGGY (Alliance Global Group Inc) |
-26.98%
May 2017 – May 2020 |
-25.69%
Mar 2015 – Mar 2020 |
-15.44%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGGY (Alliance Global Group Inc) |
26.81%
May 2020 – May 2023 |
3.48%
Jul 2020 – Jul 2025 |
-5.57%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart