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
ECCA NA 5.84% 6.56% NA NA NA NA
Data as of 01/30/2020, Common starting date is 05/18/2015
More Performance Analytics Comparison
Name Start Date End Date
ECCA 05/18/2015 01/30/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018 2017 2016 2015
Annualized Return (%) 0.00 5.84 6.56 NA NA NA NA -0.12 4.40 3.16 8.12 9.38 7.02
Sharpe Ratio NA 0.26 0.70 NA NA NA NA -1.58 0.41 0.29 1.26 0.76 1.03
Standard Deviation(%) NA 7.12 6.47 NA NA NA NA 1.61 7.31 6.30 5.97 12.04 11.06
Draw Down(%) NA 4.93 4.93 NA NA NA NA 0.24 4.93 4.94 1.52 7.07 5.15
Yield(%) 0.00 6.97 7.28 7.20 3.60 2.40 1.80 0.00 7.67 7.51 7.51 7.70 4.83
Data as of 01/30/2020, Common starting date is 05/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECCA (ECCA) 7.01%
Dec 2016 – Dec 2019
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
ECCA (ECCA) 9.91%
Jan 2016 – Jan 2019
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return