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
BVSN (BroadVision Inc) NA 264.86% 3.34% -5.63% -9.52% -12.59% -31.54%
Data as of 05/27/2020, Common starting date is 06/21/1996
More Performance Analytics Comparison
Name Start Date End Date
BVSN (BroadVision Inc) 06/21/1996 05/27/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996
Annualized Return (%) 0.00 264.86 3.34 -5.63 -9.52 -12.59 -31.54 69.15 128.95 -68.33 -22.58 -22.50 -0.33 -37.68 8.05 -18.28 -12.48 -7.82 22.16 -75.20 129.49 59.18 -82.18 -35.45 24.93 -86.17 -76.22 -79.68 1,494.12 406.33 -16.40 6.78
Sharpe Ratio NA 1.91 -0.19 -0.35 -0.42 NA NA 1.80 1.03 -0.97 -0.64 -1.04 -0.69 -1.20 -0.28 -0.34 -0.79 -0.82 0.07 -0.97 1.20 0.46 -1.05 -0.70 0.08 -0.84 -0.65 -0.76 15.38 3.59 -0.26 0.11
Standard Deviation(%) NA 116.67 101.06 83.68 72.76 NA NA 143.02 103.10 92.99 65.51 54.07 27.45 46.88 37.61 108.85 39.05 32.16 49.70 97.45 90.38 80.41 98.14 79.16 68.58 126.30 151.36 135.26 96.91 112.33 77.12 89.03
Draw Down(%) NA 56.52 77.30 87.20 98.01 NA NA 53.99 38.29 71.73 53.39 44.23 14.49 61.37 25.09 84.55 45.59 30.32 28.82 80.27 61.86 35.38 84.48 76.78 46.16 96.08 95.86 87.29 40.48 62.35 54.43 30.27
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 05/27/2020, Common starting date is 06/21/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BVSN (BroadVision Inc) -82.69%
Feb 2000 – Feb 2003
-70.63%
Oct 2000 – Oct 2005
-51.58%
Feb 2000 – Feb 2010
-41.48%
Feb 2000 – Feb 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BVSN (BroadVision Inc) 338.16%
Feb 1997 – Feb 2000
42.06%
Jul 1996 – Jul 2001
-3.76%
Mar 2006 – Mar 2016
-10.63%
Apr 1997 – Apr 2012
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return