Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOOLX (MOTLEY FOOL INDEPENDENCE FUND INVESTOR SHARES) | NA | -2.03% | 19.01% | 16.02% | 12.44% | NA | NA | … | … |
Data as of 01/06/2022, Common starting date is 08/21/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOOLX (MOTLEY FOOL INDEPENDENCE FUND INVESTOR SHARES) | 08/21/2009 | 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 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -2.03 | 19.01 | 16.02 | 12.44 | NA | NA | … | … | 0.00 | -3.82 | 35.89 | 31.15 | -3.93 | 30.37 | 2.77 | -1.58 | 7.28 | 23.91 | 13.15 | -3.34 | 18.24 | 11.26 |
| Sharpe Ratio | NA | -0.12 | 0.87 | 0.79 | 0.75 | NA | NA | … | … | 0.00 | -0.22 | 1.14 | 2.11 | -0.29 | 3.61 | 0.18 | -0.13 | 0.69 | 2.38 | 1.06 | -0.15 | 0.99 | 1.91 |
| Standard Deviation(%) | NA | 17.29 | 21.95 | 19.30 | 16.08 | NA | NA | … | … | NA | 18.80 | 31.01 | 14.08 | 18.07 | 8.28 | 14.07 | 12.83 | 10.45 | 10.04 | 12.48 | 22.01 | 18.34 | 17.94 |
| Draw Down(%) | NA | 17.48 | 30.44 | 30.44 | 30.44 | NA | NA | … | … | 0.00 | 17.58 | 30.44 | 8.22 | 21.28 | 3.63 | 13.14 | 12.66 | 7.82 | 6.29 | 10.33 | 18.69 | 13.52 | 7.79 |
| Yield(%) | 0.00 | 8.12 | 9.43 | 10.49 | 8.49 | 7.31 | 5.48 | … | … | 0.00 | 8.10 | 8.26 | 5.48 | 7.55 | 15.50 | 3.09 | 0.05 | 2.33 | 1.40 | 0.75 | 0.70 | 2.08 | 0.00 |
Data as of 01/06/2022, Common starting date is 08/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOOLX (MOTLEY FOOL INDEPENDENCE FUND INVESTOR SHARES) |
2.76%
Dec 2013 – Dec 2016 |
4.96%
Feb 2011 – Feb 2016 |
8.66%
Mar 2010 – Mar 2020 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOOLX (MOTLEY FOOL INDEPENDENCE FUND INVESTOR SHARES) |
24.76%
Oct 2018 – Oct 2021 |
20.64%
Feb 2016 – Feb 2021 |
14.94%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart