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Performance Comparison
Comparison Box

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 07/23/2025, AR inception is 02/07/2022
More Performance Analytics Comparison
Name Start Date End Date
CURZ (Curzio Research LLC) 02/07/2022 07/23/2025
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 0.67 -0.09 NA NA NA NA -0.13 1.62 0.28 -0.43 -0.82
Standard Deviation(%) NA 320.80 228.40 NA NA NA NA 213.96 110.24 337.40 179.83 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 07/23/2025, 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