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
ECSL (Ecare Solutions Inc) NA 28.07% -3.01% 23.90% -3.57% 10.65% NA
Data as of 11/01/2024, Common starting date is 05/27/2008
More Performance Analytics Comparison
Name Start Date End Date
ECSL (Ecare Solutions Inc) 05/27/2008 11/01/2024
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
Annualized Return (%) 4.29 28.07 -3.01 23.90 -3.57 10.65 NA 12.31 14.04 -24.00 38.89 184.21 -42.42 -26.08 56.25 -8.57 -86.00 410.20 22.50 400.00 60.00 -66.67 200.00 -28.57
Sharpe Ratio NA 0.25 -0.08 0.21 -0.05 NA NA 0.12 0.10 -0.26 0.41 1.42 -0.27 -0.22 0.35 -0.07 -0.84 3.27 0.20 2.20 0.25 -0.20 0.63 -0.29
Standard Deviation(%) NA 85.23 88.72 101.03 122.42 NA NA 66.59 96.56 96.70 95.59 128.31 161.16 127.07 159.11 132.94 102.97 125.52 114.09 184.58 236.06 333.24 316.77 151.10
Draw Down(%) NA 39.80 52.38 62.96 96.77 NA NA 39.80 41.18 47.62 54.84 58.33 67.27 82.07 55.56 63.64 88.00 61.61 36.36 70.15 83.33 90.00 90.00 50.00
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
Data as of 11/01/2024, Common starting date is 05/27/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECSL (Ecare Solutions Inc) -57.42%
Nov 2014 – Nov 2017
-40.62%
Nov 2014 – Nov 2019
-5.22%
Jan 2014 – Jan 2024
8.80%
Sep 2009 – Sep 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ECSL (Ecare Solutions Inc) 214.98%
Dec 2011 – Dec 2014
117.79%
Jan 2009 – Jan 2014
37.86%
Jan 2011 – Jan 2021
25.07%
Jan 2009 – Jan 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return