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
EDTXF (Spectral Med Inc) -2.88% 68.33% 63.76% 22.24% 2.84% 15.36% NA
Data as of 06/04/2026, Common starting date is 12/21/2009
More Performance Analytics Comparison
Name Start Date End Date
EDTXF (Spectral Med Inc) 12/21/2009 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) 0.00 68.33 63.76 22.24 2.84 15.36 NA -2.88 165.71 6.25 18.52 50.00 -43.40 -44.21 185.00 -37.50 45.45 -62.07 99.31 -47.09 109.92 24.76 24.88 -31.73 44.44
Sharpe Ratio NA 1.00 0.81 0.25 0.01 NA NA -0.13 2.34 0.00 0.16 0.51 -0.59 -0.54 2.59 -0.52 0.47 -0.30 1.26 -0.49 1.38 0.34 0.25 -0.10 393,838.09
Standard Deviation(%) NA 63.46 70.07 77.88 100.54 NA NA 38.33 71.43 65.39 88.75 94.92 74.12 82.24 70.80 74.87 95.63 209.00 78.75 96.72 79.82 73.66 99.59 334.39 142.53
Draw Down(%) NA 33.60 40.00 60.47 90.62 NA NA 14.15 33.60 40.00 40.00 47.73 71.19 57.68 37.60 47.04 46.76 90.62 46.80 64.52 38.23 38.05 50.27 91.28 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 3.20 1.67 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 33.80 0.00 0.00
Data as of 06/04/2026, Common starting date is 12/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDTXF (Spectral Med Inc) -37.44%
Sep 2016 – Sep 2019
-27.52%
Sep 2016 – Sep 2021
-6.98%
Oct 2013 – Oct 2023
2.75%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDTXF (Spectral Med Inc) 73.36%
Apr 2023 – Apr 2026
65.90%
Sep 2011 – Sep 2016
14.18%
Jun 2011 – Jun 2021
15.31%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return