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
LFSWD (Lifeist Wellness Inc.) NA 388.82% -15.35% -23.30% -9.48% NA NA
Data as of 08/14/2024, Common starting date is 03/05/2014
More Performance Analytics Comparison
Name Start Date End Date
LFSWD (Lifeist Wellness Inc.) 03/05/2014 08/14/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 388.82 -15.35 -23.30 -9.48 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/14/2024, Common starting date is 03/05/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LFSWD (Lifeist Wellness Inc.) -73.17%
Apr 2021 – Apr 2024
-63.68%
Feb 2019 – Feb 2024
-39.44%
Apr 2014 – Apr 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LFSWD (Lifeist Wellness Inc.) 352.83%
Sep 2015 – Sep 2018
64.76%
Feb 2016 – Feb 2021
-8.09%
Jul 2014 – Jul 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return