Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASPD (Aspen Digital Inc) | NA | -24.70% | 34.83% | NA | NA | NA | NA | … | … |
Data as of 07/30/2025, Common starting date is 08/28/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASPD (Aspen Digital Inc) | 08/28/2020 | 07/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -24.70 | 34.83 | NA | NA | NA | NA | … | … | -25.37 | 0.90 | 98.22 | 65.69 | -20.93 | 0.78 |
| Sharpe Ratio | NA | -1.18 | 0.60 | NA | NA | NA | NA | … | … | -1.31 | -0.12 | 1.75 | 0.85 | -0.29 | 0.08 |
| Standard Deviation(%) | NA | 23.57 | 52.75 | NA | NA | NA | NA | … | … | 32.88 | 47.53 | 54.43 | 75.79 | 71.36 | 28.13 |
| Draw Down(%) | NA | 26.04 | 34.21 | NA | NA | NA | NA | … | … | 26.04 | 27.63 | 22.92 | 34.21 | 33.33 | 6.02 |
| 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 |
Data as of 07/30/2025, Common starting date is 08/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASPD (Aspen Digital Inc) |
35.72%
Sep 2020 – Sep 2023 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASPD (Aspen Digital Inc) |
51.91%
Feb 2022 – Feb 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart