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
MDRM (Modern Mobility Aids) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 02/02/2023, Common starting date is 07/02/2014
More Performance Analytics Comparison
Name Start Date End Date
MDRM (Modern Mobility Aids) 07/02/2014 02/02/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -66.67 172.73 57.14 -61.11 -35.71 -9.68 -22.50 14.29 -76.03
Sharpe Ratio NA NA NA NA NA NA NA NA -0.18 0.68 0.20 -0.26 -0.14 -0.04 -0.10 0.05 -0.47
Standard Deviation(%) NA NA NA NA NA NA NA NA 384.71 254.95 284.77 244.51 271.20 243.04 229.35 293.83 201.54
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 75.00 80.00 75.00 86.96 60.71 68.00 83.33 84.81 79.45
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
Data as of 02/02/2023, Common starting date is 07/02/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDRM (Modern Mobility Aids) -59.15%
Oct 2016 – Oct 2019
-42.80%
Oct 2014 – Oct 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MDRM (Modern Mobility Aids) 62.43%
Aug 2019 – Aug 2022
6.40%
Jul 2016 – Jul 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return