Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
HALN (Halo Companies Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 09/13/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
HALN (Halo Companies Inc) 06/19/2012 09/13/2021
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
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 13.53 -77.46 490.00 1,900.00 -28.57 16.67 -45.45 -97.80 -49.49
Sharpe Ratio NA -0.10 -0.04 0.12 NA NA NA -0.06 0.01 -0.28 0.75 4.24 -0.06 0.03 -0.14 -0.10 -0.13
Standard Deviation(%) NA 577.02 663.64 625.68 NA NA NA 694.07 885.15 284.78 652.23 453.53 474.86 542.92 334.39 993.48 549.08
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 94.50 81.50 97.78 90.57 91.67 97.00 88.00 99.94 94.95
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
Data as of 09/13/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HALN (Halo Companies Inc) -78.31%
Sep 2013 – Sep 2016
-53.22%
Aug 2012 – Aug 2017
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
HALN (Halo Companies Inc) 388.63%
Oct 2015 – Oct 2018
317.38%
Jun 2013 – Jun 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return