Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPIN | 17.07% | 33.21% | 10.31% | -60.22% | -31.60% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPIN | 07/27/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.92 | 33.21 | 10.31 | -60.22 | -31.60 | NA | NA | … | … | 17.07 | -99.15 | 0.00 | 26.76 | -42.43 | 60.87 | 41.54 | -3.16 |
| Sharpe Ratio | NA | 1.88 | -0.17 | -0.16 | -0.17 | NA | NA | … | … | 2.00 | -0.11 | 0.00 | 1.19 | -1.60 | 0.99 | 0.72 | -0.13 |
| Standard Deviation(%) | NA | 17.95 | 490.78 | 397.54 | 195.29 | NA | NA | … | … | 23.73 | 653.44 | NA | 21.21 | 27.53 | 60.93 | 57.36 | 54.67 |
| Draw Down(%) | NA | 11.66 | 99.26 | 99.26 | 99.50 | NA | NA | … | … | 11.66 | 99.26 | 0.00 | 3.57 | 42.43 | 30.43 | 26.22 | 18.75 |
| Yield(%) | 0.00 | 0.89 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.90 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIN (EPIN) |
-80.15%
Aug 2022 – Aug 2025 |
-62.78%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPIN (EPIN) |
32.00%
May 2016 – May 2019 |
17.63%
Jun 2016 – Jun 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart