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
DPAT (Dental Patient Care America Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 05/06/2024, Common starting date is 09/04/2007
More Performance Analytics Comparison
Name Start Date End Date
DPAT (Dental Patient Care America Inc) 09/04/2007 05/06/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 0.00 -50.00 0.00 -25.00 300.00 0.00 0.00 0.00 0.00 0.00 0.00 -50.00 -50.00 300.00 -87.50 -57.89 -5.00
Sharpe Ratio NA -0.78 -0.31 -0.05 -0.03 NA NA -0.76 -0.04 -0.41 0.00 -0.03 1.13 -0.11 0.00 -0.17 -0.16 -0.11 -0.19 -0.76 -0.37 1.55 -0.33 -0.26 -0.26
Standard Deviation(%) NA 69.31 177.43 389.69 295.93 NA NA 119.35 98.61 125.60 380.10 739.26 244.45 188.91 44.68 201.21 113.79 170.12 98.22 90.39 186.31 182.13 318.42 294.44 183.58
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 50.00 50.00 86.67 94.29 75.00 66.67 0.00 83.33 66.67 50.00 50.00 66.67 83.33 50.00 90.00 92.00 55.00
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
Data as of 05/06/2024, Common starting date is 09/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DPAT (Dental Patient Care America Inc) -60.72%
Jan 2020 – Jan 2023
-46.59%
Aug 2008 – Aug 2013
-26.59%
Mar 2008 – Mar 2018
-15.50%
May 2008 – May 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DPAT (Dental Patient Care America Inc) 220.75%
Jan 2017 – Jan 2020
101.23%
Jan 2015 – Jan 2020
41.86%
Jan 2010 – Jan 2020
0.00%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return