Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXLA (Helmer Directional) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 05/17/2022, Common starting date is 12/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXLA (Helmer Directional) | 12/19/2012 | 05/17/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 669.23 | -29.73 | 428.57 | 75.00 | 33.33 | 0.00 | 50.00 | -50.00 | -94.67 | -89.29 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.76 | -0.12 | 2.85 | 0.64 | 0.16 | 0.00 | 0.32 | -0.18 | -0.28 | -0.19 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 379.76 | 249.62 | 149.72 | 115.60 | 203.19 | 227.63 | 153.78 | 280.74 | 338.59 | 538.03 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 75.00 | 77.68 | 75.91 | 40.00 | 66.67 | 66.67 | 50.00 | 90.00 | 99.38 | 89.29 |
| 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 |
Data as of 05/17/2022, Common starting date is 12/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXLA (Helmer Directional) |
-84.13%
Jan 2013 – Jan 2016 |
-61.93%
Jan 2013 – Jan 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXLA (Helmer Directional) |
321.72%
May 2018 – May 2021 |
172.41%
May 2016 – May 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart