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
IPAS (iPass Inc) NA -26.14% -28.52% -27.02% -11.15% -21.56% NA
Data as of 02/13/2019, Common starting date is 07/24/2003
More Performance Analytics Comparison
Name Start Date End Date
IPAS (iPass Inc) 07/24/2003 02/13/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -3.27 -26.14 -28.52 -27.02 -11.15 -21.56 NA 76.63 -64.61 -68.49 65.00 -27.01 -12.74 -14.21 28.87 13.60 20.19 -14.75 -69.95 -30.95 -10.37 -11.35 -53.78 -14.25
Sharpe Ratio NA -0.43 -0.62 -0.64 -0.48 NA NA 203.36 -0.77 -1.04 0.64 -0.73 -0.51 -0.61 0.22 -0.09 0.03 -0.55 -1.32 -1.23 -0.72 -0.88 -1.04 -0.76
Standard Deviation(%) NA 111.05 85.94 76.93 65.85 NA NA 57.99 111.82 84.20 47.99 62.05 60.88 53.38 46.85 55.46 46.60 60.40 67.48 43.13 45.41 36.87 70.60 67.89
Draw Down(%) NA 76.60 93.64 93.64 95.67 NA NA 8.65 80.00 70.30 20.11 41.38 36.52 42.86 38.70 40.51 30.07 50.53 73.65 32.14 49.58 31.35 70.58 45.96
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 02/13/2019, Common starting date is 07/24/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPAS (iPass Inc) -50.05%
Feb 2006 – Feb 2009
-40.41%
Feb 2004 – Feb 2009
-21.84%
Sep 2003 – Sep 2013
-27.13%
Sep 2003 – Sep 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
IPAS (iPass Inc) 37.51%
Mar 2009 – Mar 2012
11.00%
Feb 2009 – Feb 2014
-9.94%
Aug 2006 – Aug 2016
-23.30%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return