Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CETX (Cemtrex, Inc.) | -78.76% | -96.33% | -98.79% | -94.92% | -83.17% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/25/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CETX (Cemtrex, Inc.) | 06/25/2015 | 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 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -40.22 | -96.33 | -98.79 | -94.92 | -83.17 | NA | NA | … | … | -78.76 | -94.03 | -99.97 | 19.29 | -85.37 | -39.26 | 3.85 | -71.69 | -77.48 | -65.45 | 212.71 | -39.49 |
| Sharpe Ratio | NA | -0.58 | -0.60 | -0.65 | -0.63 | NA | NA | … | … | -0.70 | -0.58 | -0.48 | 0.14 | -0.88 | -0.37 | 0.02 | -0.56 | -1.27 | -0.93 | 2.31 | -0.67 |
| Standard Deviation(%) | NA | 164.86 | 171.07 | 148.49 | 132.21 | NA | NA | … | … | 134.79 | 167.07 | 217.53 | 110.86 | 98.58 | 105.38 | 160.73 | 131.49 | 62.26 | 70.97 | 92.10 | 92.16 |
| Draw Down(%) | NA | 97.48 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 82.83 | 95.75 | 99.97 | 68.81 | 90.62 | 72.14 | 73.71 | 84.14 | 81.12 | 69.18 | 42.14 | 45.75 |
| 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 | 0.02 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/25/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETX (Cemtrex, Inc.) |
-98.66%
Mar 2023 – Mar 2026 |
-95.04%
Mar 2021 – Mar 2026 |
-82.07%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CETX (Cemtrex, Inc.) |
-10.07%
Aug 2015 – Aug 2018 |
-35.15%
Mar 2016 – Mar 2021 |
-75.29%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart