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
ESDF (East Side Financial Inc) NA 0.00% 14.47% -3.04% -2.84% -27.59% -21.03%
Data as of 07/13/2022, Common starting date is 12/07/1999
More Performance Analytics Comparison
Name Start Date End Date
ESDF (East Side Financial Inc) 12/07/1999 07/13/2022
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 2011 2010 2009 2008 2007 2006 2005 2002 2001 2000 1999
Annualized Return (%) 0.00 0.00 14.47 -3.04 -2.84 -27.59 -21.03 0.00 100.00 50.00 -50.00 -42.86 -46.15 85.71 -2.78 0.00 0.00 -10.00 -86.21 -42.00 -80.00 -35.90 0.00 1.30 16.67 6.67 -3.23 2.48 0.00
Sharpe Ratio NA 0.00 0.23 -0.07 -0.07 NA NA 0.00 1.44 1.22 -0.74 -0.79 -0.76 1.92 -1.00 0.00 0.00 -0.10 -0.19 -0.07 -0.29 -0.28 -0.06 -0.07 0.52 0.05 -0.10 -0.01 NA
Standard Deviation(%) NA 69.18 61.28 53.70 47.68 NA NA NA 69.31 40.47 69.31 56.07 62.03 44.19 2.82 49.36 NA 100.72 382.29 740.28 293.52 136.56 52.23 17.30 9.09 120.47 54.76 126.45 0.00
Draw Down(%) NA 0.00 50.00 71.43 84.62 NA NA 0.00 0.00 0.00 50.00 42.86 46.15 0.00 2.78 29.41 0.00 55.56 86.21 63.75 80.00 35.90 4.43 1.30 0.00 5.04 16.13 14.75 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 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 07/13/2022, Common starting date is 12/07/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESDF (East Side Financial Inc) -79.11%
Mar 2010 – Mar 2013
-60.92%
Mar 2010 – Mar 2015
-45.00%
Mar 2010 – Mar 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ESDF (East Side Financial Inc) 21.77%
Dec 2013 – Dec 2016
10.20%
Dec 2011 – Dec 2016
-2.84%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return