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
BOXL (Boxlight Corporation) -54.12% -93.16% -77.87% -73.73% NA NA NA
Data as of 06/04/2026, Common starting date is 11/30/2017
More Performance Analytics Comparison
Name Start Date End Date
BOXL (Boxlight Corporation) 11/30/2017 06/04/2026
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
Annualized Return (%) -14.29 -93.16 -77.87 -73.73 NA NA NA -54.12 -80.75 -64.49 -56.85 -77.54 -9.80 37.84 -7.50 -79.27 -27.47
Sharpe Ratio NA -0.53 -0.53 -0.60 NA NA NA -0.58 -0.38 -0.89 -0.66 -1.19 -0.12 0.23 -0.09 -0.48 -1.23
Standard Deviation(%) NA 177.76 150.17 125.50 NA NA NA 142.41 224.36 76.16 92.09 66.62 83.71 160.56 95.61 167.11 80.56
Draw Down(%) NA 97.34 99.09 99.89 NA NA NA 62.38 95.65 71.96 82.04 80.14 66.67 77.85 75.99 89.83 28.10
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
Data as of 06/04/2026, Common starting date is 11/30/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOXL (Boxlight Corporation) -78.81%
Feb 2023 – Feb 2026
-72.88%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BOXL (Boxlight Corporation) 8.21%
Oct 2018 – Oct 2021
-31.57%
Feb 2018 – Feb 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return