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
LODG (ShoLodge Inc) NA 3,000.00% 214.14% 25.39% -21.30% -16.48% -17.49%
Data as of 06/19/2017, Common starting date is 02/13/1992
More Performance Analytics Comparison
Name Start Date End Date
LODG (ShoLodge Inc) 02/13/1992 06/19/2017
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992
Annualized Return (%) 0.00 3,000.00 214.14 25.39 -21.30 -16.48 -17.49 0.00 3,000.00 0.00 0.00 -90.00 900.00 -96.00 316.67 -76.00 -90.20 -53.64 6.80 18.12 -2.46 37.12 -42.81 23.24 2.78 -20.00 -64.29 16.67 42.11 -55.29 22.88 53.33 11.94
Sharpe Ratio NA 8.26 0.94 0.02 -0.21 NA NA 0.00 8.52 0.00 0.00 -0.65 4.01 -0.42 2.00 -0.35 -0.53 -1.33 -0.35 -0.07 -0.31 0.22 -1.28 0.04 -0.27 -0.30 -0.83 0.30 0.55 -0.86 0.48 1.16 0.27
Standard Deviation(%) NA 361.02 201.62 172.53 202.97 NA NA NA 343.40 NA NA 165.87 224.14 270.57 148.68 269.03 207.14 56.90 45.06 43.18 71.64 79.20 49.04 51.01 75.38 77.37 81.49 44.35 69.00 69.03 41.84 43.97 41.20
Draw Down(%) NA 0.00 0.00 90.00 99.74 NA NA 0.00 0.00 0.00 0.00 90.00 46.67 97.44 53.33 91.67 90.20 62.22 37.72 29.29 48.28 29.55 45.83 38.23 36.59 47.46 78.46 20.00 35.48 63.37 19.78 18.63 32.05
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/19/2017, Common starting date is 02/13/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LODG (ShoLodge Inc) -82.93%
Jun 2008 – Jun 2011
-72.62%
Jan 2007 – Jan 2012
-48.14%
Apr 2006 – Apr 2016
-38.30%
Sep 1996 – Sep 2011
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LODG (ShoLodge Inc) 214.14%
Oct 2013 – Oct 2016
98.73%
Oct 2011 – Oct 2016
-5.24%
Apr 1992 – Apr 2002
-3.76%
May 1992 – May 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return