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
LOTZ (Carlotz Inc) NA -94.00% NA NA NA NA NA
Data as of 12/16/2022, Common starting date is 07/27/2020
More Performance Analytics Comparison
Name Start Date End Date
LOTZ (Carlotz Inc) 07/27/2020 12/16/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020
Annualized Return (%) 0.00 -94.00 NA NA NA NA NA -93.39 -77.57 -3.44
Sharpe Ratio NA -1.15 NA NA NA NA NA -1.14 -0.94 -1.65
Standard Deviation(%) NA 82.85 NA NA NA NA NA 83.48 76.84 7.42
Draw Down(%) NA 94.23 NA NA NA NA NA 94.09 81.54 4.01
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 12/16/2022, Common starting date is 07/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOTZ (Carlotz Inc) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOTZ (Carlotz Inc) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return