Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOIIX (MOTLEY FOOL INDEPENDENCE FUND INSTITUTIONAL SHARES) | NA | 8.02% | 23.07% | 18.44% | NA | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 06/19/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOIIX (MOTLEY FOOL INDEPENDENCE FUND INSTITUTIONAL SHARES) | 06/19/2014 | 01/06/2022 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 8.02 | 23.07 | 18.44 | NA | NA | NA | … | … | 0.00 | -2.07 | 36.03 | 31.40 | -3.84 | 30.60 | 2.87 | -1.36 | 0.79 |
| Sharpe Ratio | NA | -0.02 | 0.89 | 0.81 | NA | NA | NA | … | … | 0.00 | -0.11 | 1.15 | 2.13 | -0.29 | 3.65 | 0.19 | -0.11 | 0.14 |
| Standard Deviation(%) | NA | 18.33 | 22.25 | 19.50 | NA | NA | NA | … | … | NA | 18.50 | 31.05 | 14.09 | 18.07 | 8.25 | 14.03 | 12.82 | 10.55 |
| Draw Down(%) | NA | 17.53 | 30.42 | 30.42 | NA | NA | NA | … | … | 0.00 | 17.53 | 30.42 | 8.19 | 21.26 | 3.59 | 13.18 | 12.60 | 7.82 |
| Yield(%) | 0.00 | 8.12 | 9.47 | 10.52 | 5.75 | 3.84 | 2.88 | … | … | 0.00 | 8.10 | 8.23 | 5.60 | 7.54 | 15.42 | 3.35 | 0.22 | 2.23 |
Data as of 01/06/2022, Common starting date is 06/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOIIX (MOTLEY FOOL INDEPENDENCE FUND INSTITUTIONAL SHARES) |
6.36%
Aug 2014 – Aug 2017 |
6.27%
Mar 2015 – Mar 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOIIX (MOTLEY FOOL INDEPENDENCE FUND INSTITUTIONAL SHARES) |
24.92%
Oct 2018 – Oct 2021 |
20.80%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart