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
LUDG (Ludwig Enterprises Inc) -40.00% -66.67% -33.06% 0.00% 10.55% NA NA
Data as of 06/03/2026, Common starting date is 08/06/2012
More Performance Analytics Comparison
Name Start Date End Date
LUDG (Ludwig Enterprises Inc) 08/06/2012 06/03/2026
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 2013 2012
Annualized Return (%) 0.00 -66.67 -33.06 0.00 10.55 NA NA -40.00 -53.33 28.57 -50.00 2,700.00 -52.38 -22.22 440.00 0.00 -37.50 -38.46 160.00 -58.33 -36.84 -84.17
Sharpe Ratio NA -0.21 -0.13 0.01 0.04 NA NA -0.19 -0.25 0.08 -0.26 11.42 -0.12 -0.05 1.43 -0.03 -0.49 -0.23 1.55 -0.29 -0.15 -0.37
Standard Deviation(%) NA 246.90 234.31 245.56 273.10 NA NA 229.08 225.17 264.15 211.78 239.64 422.59 460.92 306.76 40.91 78.74 165.68 103.14 199.92 253.67 268.61
Draw Down(%) NA 80.00 95.35 95.35 98.63 NA NA 71.43 76.47 75.00 81.40 66.67 98.63 96.49 86.84 33.33 37.50 82.86 40.91 85.29 74.07 86.43
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
Data as of 06/03/2026, Common starting date is 08/06/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LUDG (Ludwig Enterprises Inc) -61.48%
Feb 2023 – Feb 2026
-45.07%
Sep 2012 – Sep 2017
-4.59%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LUDG (Ludwig Enterprises Inc) 356.29%
Nov 2020 – Nov 2023
140.22%
Jun 2018 – Jun 2023
40.51%
Dec 2014 – Dec 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return