Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CURZ (Curzio Research LLC) | 75.00% | 133.33% | -16.45% | NA | NA | NA | NA | -27.28% |
Data as of 07/28/2025, AR inception is 02/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CURZ (Curzio Research LLC) | 02/07/2022 | 07/28/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 133.33 | -16.45 | NA | NA | NA | NA | -27.28 | 75.00 | 100.00 | -73.33 | -58.79 |
| Sharpe Ratio | NA | 0.41 | -0.09 | NA | NA | NA | NA | -0.13 | 1.56 | 0.28 | -0.43 | -0.82 |
| Standard Deviation(%) | NA | 319.32 | 228.39 | NA | NA | NA | NA | 213.34 | 108.25 | 337.40 | 179.83 | 78.85 |
| Draw Down(%) | NA | 87.20 | 87.20 | NA | NA | NA | NA | 91.58 | 36.71 | 87.20 | 78.21 | 71.05 |
| 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 |
Data as of 07/28/2025, AR inception is 02/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURZ (Curzio Research LLC) |
-28.54%
May 2022 - May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURZ (Curzio Research LLC) |
-17.36%
Apr 2022 - Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart