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
MB (MINDBODY Inc) NA 986.87% 184.84% 0.86% 98.42% -25.23% NA
Data as of 08/28/2019, Common starting date is 12/09/2003
More Performance Analytics Comparison
Name Start Date End Date
MB (MINDBODY Inc) 12/09/2003 08/28/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2004 2003
Annualized Return (%) -0.86 986.87 184.84 0.86 98.42 -25.23 NA 1,005.38 19.54 42.96 40.78 -95.53 51,883.89 -3.63 21.67 -1.64 3.39 -99.73 25,259.98 -100.00 0.00 -1.56
Sharpe Ratio NA 0.29 0.10 0.00 0.07 NA NA 0.83 0.25 1.15 0.87 -0.05 84.22 -0.09 0.02 0.00 0.00 -0.02 4.67 NA 0.00 -3.70
Standard Deviation(%) NA 3,425.95 1,832.88 1,654.31 1,409.70 NA NA 4,500.62 71.68 36.87 46.78 1,931.51 616.03 42.14 1,272.88 914.92 1,628.60 4,729.87 5,179.20 0.00 NA 6.45
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 51.30 25.08 36.32 100.00 43.33 33.57 99.83 99.85 99.91 100.00 99.88 100.00 0.00 1.56
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 08/28/2019, Common starting date is 12/09/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MB (MINDBODY Inc) -97.55%
Apr 2007 – Apr 2010
-88.88%
Oct 2006 – Oct 2011
-51.94%
Oct 2006 – Oct 2016
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MB (MINDBODY Inc) 1,451.42%
May 2016 – May 2019
773.97%
May 2014 – May 2019
70.22%
Apr 2009 – Apr 2019
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return