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
LOTZW (CarLotz Inc) NA -98.39% -75.50% NA NA NA NA
Data as of 12/08/2022, Common starting date is 04/15/2019
More Performance Analytics Comparison
Name Start Date End Date
LOTZW (CarLotz Inc) 04/15/2019 12/08/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019
Annualized Return (%) -50.00 -98.39 -75.50 NA NA NA NA -97.42 -85.00 244.46 -25.10
Sharpe Ratio NA -0.43 -0.46 NA NA NA NA -0.41 -0.81 2.01 -0.49
Standard Deviation(%) NA 233.67 165.93 NA NA NA NA 240.86 105.07 120.71 71.08
Draw Down(%) NA 98.39 99.67 NA NA NA NA 98.00 87.21 55.00 33.00
Yield(%) 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 12/08/2022, Common starting date is 04/15/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LOTZW (CarLotz Inc) -68.98%
Nov 2019 – Nov 2022
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
LOTZW (CarLotz Inc) -50.23%
Jul 2019 – Jul 2022
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return