Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IVDA (Iveda Solutions, Inc.) | -59.52% | -86.61% | -66.88% | -60.02% | -34.22% | -29.47% | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/13/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IVDA (Iveda Solutions, Inc.) | 10/13/2009 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.00 | -86.61 | -66.88 | -60.02 | -34.22 | -29.47 | NA | … | … | -59.52 | -81.98 | 9.72 | 12.50 | -96.82 | 494.59 | 23.33 | 100.00 | -62.50 | 17.65 | -47.69 | -43.48 | -34.29 | 45.83 | 18.81 | -3.81 | -19.23 | -35.00 |
| Sharpe Ratio | NA | -0.62 | -0.55 | -0.45 | -0.16 | NA | NA | … | … | -0.57 | -0.69 | 0.02 | 0.08 | -0.73 | 2.98 | 0.15 | 0.27 | -0.19 | 0.06 | -0.21 | -0.24 | -0.51 | 0.58 | 0.24 | -0.08 | -0.50 | -1.75 |
| Standard Deviation(%) | NA | 134.91 | 126.84 | 132.00 | 216.83 | NA | NA | … | … | 152.14 | 123.33 | 134.82 | 108.43 | 134.14 | 165.97 | 149.03 | 365.83 | 328.72 | 277.51 | 224.18 | 178.44 | 67.12 | 78.85 | 78.29 | 51.17 | 38.28 | 49.28 |
| Draw Down(%) | NA | 90.67 | 97.61 | 99.83 | 99.83 | NA | NA | … | … | 76.85 | 88.75 | 84.81 | 79.04 | 97.04 | 56.38 | 44.68 | 88.00 | 95.00 | 86.36 | 79.17 | 73.91 | 45.00 | 39.50 | 36.67 | 22.73 | 28.57 | 35.00 |
| 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 | 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 06/04/2026, Common starting date is 10/13/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDA (Iveda Solutions, Inc.) |
-76.94%
Nov 2021 – Nov 2024 |
-63.42%
Mar 2021 – Mar 2026 |
-38.44%
Feb 2016 – Feb 2026 |
-30.49%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IVDA (Iveda Solutions, Inc.) |
326.05%
Nov 2018 – Nov 2021 |
53.16%
Jan 2017 – Jan 2022 |
9.34%
Nov 2011 – Nov 2021 |
-17.16%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison Chart