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
MDLQ (Medley LLC) NA -97.18% -76.90% NA NA NA NA
Data as of 11/16/2021, Common starting date is 02/14/2017
More Performance Analytics Comparison
Name Start Date End Date
MDLQ (Medley LLC) 02/14/2017 11/16/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017
Annualized Return (%) 6.97 -97.18 -76.90 NA NA NA NA -98.16 -55.21 -20.69 -12.23 -0.20
Sharpe Ratio NA -0.28 -0.35 NA NA NA NA -0.26 -0.34 -0.73 -1.88 -3.62
Standard Deviation(%) NA 354.97 228.10 NA NA NA NA 378.70 161.32 60.05 18.02 6.19
Draw Down(%) NA 99.85 99.92 NA NA NA NA 99.85 90.35 45.97 23.42 3.39
Yield(%) 0.00 5.58 5.45 5.07 2.53 1.69 1.27 5.69 10.16 8.06 3.58 5.62
Data as of 11/16/2021, Common starting date is 02/14/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDLQ (Medley LLC) -89.32%
Sep 2018 – Sep 2021
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
MDLQ (Medley LLC) -20.41%
Jan 2018 – Jan 2021
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return