Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EDHD (EDD Helms Group Inc) | NA | 0.00% | -11.39% | 12.66% | 3.02% | NA | NA | … | … |
Data as of 09/29/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EDHD (EDD Helms Group Inc) | 06/19/2012 | 09/29/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | -11.39 | 12.66 | 3.02 | NA | NA | … | … | 0.00 | 18.89 | -29.78 | 25.00 | 0.00 | 146.15 | 44.44 | -10.00 | -24.47 | -46.61 | 0.00 |
| Sharpe Ratio | NA | 0.00 | -0.48 | 0.33 | 0.06 | NA | NA | … | … | 0.00 | 1.54 | -0.85 | 0.51 | -0.04 | 3.28 | 0.79 | -0.19 | -1.06 | -0.56 | 0.00 |
| Standard Deviation(%) | NA | 3.64 | 24.37 | 35.56 | 44.91 | NA | NA | … | … | NA | 15.86 | 35.29 | 45.87 | 35.20 | 44.63 | 55.63 | 53.31 | 23.10 | 83.08 | NA |
| Draw Down(%) | NA | 0.00 | 41.49 | 41.49 | 75.00 | NA | NA | … | … | 0.00 | 0.00 | 29.78 | 16.67 | 24.87 | 0.62 | 21.33 | 38.00 | 24.47 | 52.26 | 0.00 |
| 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 |
Data as of 09/29/2022, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDHD (EDD Helms Group Inc) |
-34.40%
Oct 2012 – Oct 2015 |
-9.09%
Jul 2012 – Jul 2017 |
3.02%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EDHD (EDD Helms Group Inc) |
74.72%
Sep 2016 – Sep 2019 |
45.19%
Apr 2015 – Apr 2020 |
3.02%
Jul 2012 – Jul 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart