Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHUCD (Charlie’s Holdings Inc) | NA | -36.29% | -33.26% | -56.43% | NA | NA | NA | … | … |
Data as of 09/15/2021, Common starting date is 01/03/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHUCD (Charlie’s Holdings Inc) | 01/03/2013 | 09/15/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.91 | -36.29 | -33.26 | -56.43 | NA | NA | NA | … | … | -20.36 | 55.56 | -28.00 | -84.37 | -86.67 | -25.00 | -11.11 | -20.00 | -93.92 |
| Sharpe Ratio | NA | -0.17 | -0.13 | -0.21 | NA | NA | NA | … | … | -0.12 | 0.37 | -0.08 | -0.21 | -0.56 | -0.18 | -0.09 | -0.21 | -0.14 |
| Standard Deviation(%) | NA | 216.26 | 300.99 | 278.39 | NA | NA | NA | … | … | 240.43 | 150.18 | 364.66 | 400.52 | 157.40 | 137.54 | 123.30 | 93.87 | 678.47 |
| Draw Down(%) | NA | 90.26 | 98.10 | 99.13 | NA | NA | NA | … | … | 90.26 | 44.44 | 98.10 | 93.33 | 90.00 | 56.65 | 60.01 | 70.10 | 99.51 |
| 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 |
Data as of 09/15/2021, Common starting date is 01/03/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHUCD (Charlie's Holdings Inc) |
-77.17%
Aug 2015 – Aug 2018 |
-68.42%
Aug 2013 – Aug 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHUCD (Charlie's Holdings Inc) |
6.36%
Aug 2018 – Aug 2021 |
-25.92%
Apr 2014 – Apr 2019 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart