Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ESSIX (Essential 40 Stock Fund -) | NA | 12.95% | 6.20% | 7.45% | 5.28% | NA | NA | … | … |
Data as of 12/19/2024, Common starting date is 06/12/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ESSIX (Essential 40 Stock Fund -) | 06/12/2014 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 12.95 | 6.20 | 7.45 | 5.28 | NA | NA | … | … | 13.36 | 22.74 | -17.42 | 12.12 | 10.44 | 22.15 | -5.90 | 11.70 | -2.42 | -5.65 | 1.92 |
| Sharpe Ratio | NA | 0.67 | 0.11 | 0.24 | 0.22 | NA | NA | … | … | 0.75 | 1.53 | -0.89 | 0.79 | 0.29 | 1.65 | -0.43 | 2.47 | -0.34 | -0.72 | 0.41 |
| Standard Deviation(%) | NA | 9.49 | 15.16 | 20.69 | 16.49 | NA | NA | … | … | 9.42 | 12.19 | 21.18 | 15.34 | 34.94 | 12.57 | 16.71 | 4.50 | 7.81 | 7.90 | 8.44 |
| Draw Down(%) | NA | 8.04 | 19.36 | 35.66 | 35.66 | NA | NA | … | … | 8.04 | 8.88 | 19.36 | 12.36 | 35.66 | 7.80 | 19.33 | 2.12 | 8.41 | 8.99 | 5.29 |
| Yield(%) | 0.00 | 0.74 | 1.19 | 1.45 | 1.12 | 0.76 | 0.57 | … | … | 0.74 | 1.92 | 1.13 | 1.57 | 1.35 | 1.51 | 1.24 | 0.28 | 0.00 | 0.00 | 0.00 |
Data as of 12/19/2024, Common starting date is 06/12/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESSIX (Essential 40 Stock Fund -) |
-2.08%
Jul 2014 – Jul 2017 |
-1.19%
Mar 2015 – Mar 2020 |
4.93%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ESSIX (Essential 40 Stock Fund -) |
14.79%
Dec 2018 – Dec 2021 |
11.24%
Oct 2016 – Oct 2021 |
5.58%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart