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
EAC (Edify Acquisition Corp) NA 4.31% 3.20% 1.57% -5.43% 1.93% 1.44%
Data as of 03/22/2024, Common starting date is 03/12/2001
More Performance Analytics Comparison
Name Start Date End Date
EAC (Edify Acquisition Corp) 03/12/2001 03/22/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 0.00 4.31 3.20 1.57 -5.43 1.93 1.44 -4.05 10.01 3.28 60.50 0.00 3,900.00 -92.68 -75.42 -59.88 146.69 -39.79
Sharpe Ratio NA 0.08 0.21 0.36 -0.03 NA NA -1.76 1.55 0.53 0.22 0.00 1.36 -0.74 -1.31 -1.64 2.22 -0.32
Standard Deviation(%) NA 6.43 4.97 29.29 236.17 NA NA 11.56 3.75 3.60 71.78 NA 2,157.22 172.48 71.52 47.92 57.71 76.96
Draw Down(%) NA 6.67 6.67 6.67 99.23 NA NA 6.67 1.39 2.63 2.34 0.00 93.50 93.15 76.57 63.02 49.77 60.50
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.01 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.07 0.00
Data as of 03/22/2024, Common starting date is 03/12/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EAC (Edify Acquisition Corp) -80.06%
Nov 2013 – Nov 2016
-17.05%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EAC (Edify Acquisition Corp) 309.50%
Apr 2020 – Apr 2023
29.34%
Feb 2019 – Feb 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return