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
BLMS (Bloomios Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 08/14/2023, Common starting date is 06/13/2006
More Performance Analytics Comparison
Name Start Date End Date
BLMS (Bloomios Inc) 06/13/2006 08/14/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 -50.00 92.31 349.09 46.57 650.50 0.00 -81.82 -45.00 100.00 100.00 0.00 0.00 0.00 0.00 -37.50 -98.00 300.00
Sharpe Ratio NA NA NA NA NA NA NA NA -0.25 0.45 0.67 0.21 2.51 0.00 -0.23 -0.48 0.44 0.64 0.00 0.00 0.00 0.00 -0.15 -0.30 2.52
Standard Deviation(%) NA NA NA NA NA NA NA NA 206.60 204.64 515.66 217.31 258.97 NA 354.74 93.58 225.63 155.24 NA NA NA NA 250.95 335.24 448.67
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 71.58 80.00 91.00 72.33 69.98 0.00 86.67 60.00 78.43 50.00 0.00 0.00 0.00 0.00 80.00 98.00 91.67
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/14/2023, Common starting date is 06/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLMS (Bloomios Inc) -76.79%
Dec 2006 – Dec 2009
-58.37%
Dec 2006 – Dec 2011
-41.13%
Dec 2006 – Dec 2016
-14.23%
Jul 2008 – Jul 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BLMS (Bloomios Inc) 428.96%
Mar 2018 – Mar 2021
167.51%
Jul 2017 – Jul 2022
53.79%
Mar 2011 – Mar 2021
22.11%
Feb 2008 – Feb 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return