Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ETOLF (Enterprise Group Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | NA | NA | … | … |
Data as of 06/29/2021, Common starting date is 06/06/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ETOLF (Enterprise Group Inc) | 06/06/2007 | 06/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | … | … | -100.00 | 6.67 | 7.14 | -44.00 | 19.05 | 31.25 | -84.76 | -52.70 | 236.36 | 100.00 | -26.67 | 0.00 | 36.36 | -66.67 | -64.13 |
| Sharpe Ratio | NA | 0.76 | -0.22 | -0.06 | -0.09 | NA | NA | … | … | 0.95 | 0.06 | 0.09 | -0.71 | 0.37 | 0.47 | -0.99 | -0.85 | 3.18 | 1.58 | -0.49 | 0.00 | 0.47 | -0.55 | -1.24 |
| Standard Deviation(%) | NA | 110.10 | 87.66 | 75.26 | 73.33 | NA | NA | … | … | 98.53 | 109.55 | 63.71 | 63.99 | 50.03 | 66.68 | 85.72 | 62.23 | 74.28 | 63.80 | 54.73 | 64.97 | 76.83 | 123.54 | 69.49 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 46.67 | 40.00 | 72.34 | 15.38 | 43.75 | 87.39 | 71.84 | 22.39 | 22.22 | 60.00 | 53.85 | 43.75 | 85.48 | 74.51 |
| 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 |
Data as of 06/29/2021, Common starting date is 06/06/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETOLF (Enterprise Group Inc) |
-57.38%
Feb 2014 – Feb 2017 |
-46.41%
Apr 2014 – Apr 2019 |
-20.05%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ETOLF (Enterprise Group Inc) |
86.94%
Apr 2011 – Apr 2014 |
54.49%
Mar 2009 – Mar 2014 |
-1.99%
Oct 2008 – Oct 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart