Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ISDR (Issuer Direct Corp) | NA | -36.76% | -28.13% | -4.86% | 0.39% | 15.22% | NA | … | … |
Data as of 01/24/2025, Common starting date is 01/23/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ISDR (Issuer Direct Corp) | 01/23/2008 | 01/24/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.76 | -36.76 | -28.13 | -4.86 | 0.39 | 15.22 | NA | … | … | 7.94 | -51.63 | -27.60 | -14.97 | 68.19 | 49.79 | 3.00 | -38.15 | 103.89 | 55.17 | -35.27 | -8.01 | 199.69 | 44.44 | -2.17 | 27.78 | 1,700.00 | -98.65 |
| Sharpe Ratio | NA | -0.83 | -0.65 | -0.14 | -0.02 | NA | NA | … | … | 5.10 | -1.12 | -0.76 | -0.30 | 1.38 | 0.89 | -0.48 | -1.24 | 2.59 | 0.53 | -0.80 | -0.49 | 3.43 | 0.29 | -0.10 | 0.06 | 5.01 | -0.26 |
| Standard Deviation(%) | NA | 52.20 | 49.80 | 51.13 | 48.93 | NA | NA | … | … | 45.11 | 52.46 | 42.03 | 54.35 | 49.48 | 55.37 | 41.77 | 48.14 | 32.82 | 39.60 | 67.50 | 54.01 | 52.74 | 89.33 | 216.14 | 166.31 | 335.41 | 453.64 |
| Draw Down(%) | NA | 51.09 | 75.72 | 76.36 | 76.36 | NA | NA | … | … | 8.98 | 59.74 | 47.89 | 39.85 | 17.86 | 30.13 | 35.74 | 51.57 | 11.61 | 15.86 | 53.44 | 36.99 | 22.82 | 35.80 | 70.59 | 57.14 | 66.67 | 99.19 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.55 | 4.05 | 0.53 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.88 | 2.25 | 2.76 | 0.34 | 0.00 | 2.46 | 7.56 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 01/24/2025, Common starting date is 01/23/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISDR (Issuer Direct Corp) |
-35.32%
Feb 2008 – Feb 2011 |
-12.23%
Feb 2008 – Feb 2013 |
-2.09%
Jun 2014 – Jun 2024 |
8.63%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ISDR (Issuer Direct Corp) |
221.72%
Mar 2009 – Mar 2012 |
162.29%
Mar 2009 – Mar 2014 |
66.71%
Oct 2008 – Oct 2018 |
42.58%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart