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
EGFHF (EFH Holdings Inc) NA 88.39% -14.71% -22.21% NA NA NA
Data as of 03/03/2023, Common starting date is 09/18/2013
More Performance Analytics Comparison
Name Start Date End Date
EGFHF (EFH Holdings Inc) 09/18/2013 03/03/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 0.00 88.39 -14.71 -22.21 NA NA NA 4.29 65.68 66.55 -75.13 -55.43 6.21 13.82 -23.71 -0.25 -14.91 7.28
Sharpe Ratio NA 1.50 -0.10 -0.18 NA NA NA 2.77 1.12 0.74 -0.32 -0.58 0.28 0.64 -0.95 -0.02 -1.31 2.54
Standard Deviation(%) NA 57.26 153.48 126.79 NA NA NA 7.87 57.88 121.98 234.47 97.27 17.63 20.80 25.18 12.91 11.37 10.96
Draw Down(%) NA 2.44 89.15 94.82 NA NA NA 0.34 8.28 42.08 89.15 61.79 10.38 6.97 25.66 12.99 14.91 2.47
Yield(%) 0.00 0.00 39.66 22.25 9.92 6.62 4.96 0.00 0.00 0.00 118.97 54.92 0.00 0.00 1.05 3.92 3.04 0.80
Data as of 03/03/2023, Common starting date is 09/18/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGFHF (EFH Holdings Inc) -53.98%
Oct 2017 – Oct 2020
-38.20%
Oct 2015 – Oct 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EGFHF (EFH Holdings Inc) 4.33%
May 2016 – May 2019
-2.13%
Feb 2014 – Feb 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return