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
KTEL (KonaTel Inc) -33.33% -13.04% -36.74% -28.36% 20.89% NA NA
Data as of 06/04/2026, Common starting date is 09/19/2014
More Performance Analytics Comparison
Name Start Date End Date
KTEL (KonaTel Inc) 09/19/2014 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
Annualized Return (%) -4.76 -13.04 -36.74 -28.36 20.89 NA NA -33.33 83.33 -77.53 -19.09 -37.14 315.68 180.67 -57.14 75.00 566.67 0.00 -97.76 0.00
Sharpe Ratio NA -0.28 -0.38 -0.33 0.10 NA NA -0.83 0.81 -0.73 -0.28 -0.58 2.49 0.55 -0.32 0.43 1.83 0.00 -0.45 0.00
Standard Deviation(%) NA 100.03 100.47 91.98 179.56 NA NA 88.46 101.86 115.47 83.17 66.34 126.87 323.94 180.77 172.69 312.40 323.54 215.67 9.08
Draw Down(%) NA 62.50 87.18 92.23 92.23 NA NA 40.00 56.76 84.04 52.63 51.43 68.57 81.72 69.88 65.00 85.71 90.00 97.86 2.99
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
Data as of 06/04/2026, Common starting date is 09/19/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KTEL (KonaTel Inc) -57.90%
Oct 2014 – Oct 2017
-38.76%
Mar 2015 – Mar 2020
-19.50%
Jun 2015 – Jun 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
KTEL (KonaTel Inc) 148.43%
Nov 2015 – Nov 2018
136.51%
Oct 2016 – Oct 2021
25.89%
Dec 2015 – Dec 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return