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
MRBLF (Marble Financial Inc) NA -57.14% -47.67% NA NA NA NA
Data as of 04/10/2024, Common starting date is 09/06/2019
More Performance Analytics Comparison
Name Start Date End Date
MRBLF (Marble Financial Inc) 09/06/2019 04/10/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) -40.00 -57.14 -47.67 NA NA NA NA 50.00 -50.00 -63.64 -39.59 25.50 -35.51
Sharpe Ratio NA -0.47 -0.50 NA NA NA NA 2.21 -0.47 -0.86 -0.48 0.29 -1.18
Standard Deviation(%) NA 129.46 97.69 NA NA NA NA 151.82 117.28 75.65 82.76 87.28 64.39
Draw Down(%) NA 71.43 90.44 NA NA NA NA 50.00 71.43 63.64 73.69 45.01 35.51
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
Data as of 04/10/2024, Common starting date is 09/06/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MRBLF (Marble Financial Inc) -52.50%
Jan 2021 – Jan 2024
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
MRBLF (Marble Financial Inc) -14.91%
Apr 2020 – Apr 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return