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
IEXA (iExalt Inc) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 08/24/2021, Common starting date is 06/09/2015
More Performance Analytics Comparison
Name Start Date End Date
IEXA (iExalt Inc) 06/09/2015 08/24/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 0.00 0.00 0.00 0.00 0.00 -90.00
Sharpe Ratio NA 0.00 0.00 -0.01 NA NA NA 0.00 0.00 0.00 0.00 0.00 0.00 -0.32
Standard Deviation(%) NA NA NA 146.44 NA NA NA NA NA NA NA 326.93 574.76 306.74
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 0.00 0.00 0.00 90.00 99.00 90.00
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
Data as of 08/24/2021, Common starting date is 06/09/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IEXA (iExalt Inc) -53.58%
Jul 2015 – Jul 2018
-36.90%
Jul 2015 – Jul 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IEXA (iExalt Inc) 0.00%
Nov 2015 – Nov 2018
0.00%
Nov 2015 – Nov 2020
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return