Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCPL (Netcapital Inc) | 21.21% | -67.61% | -79.76% | -75.33% | -56.80% | -38.19% | NA | … | … |
Data as of 06/12/2026, Common starting date is 02/23/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCPL (Netcapital Inc) | 02/23/2010 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.98 | -67.61 | -79.76 | -75.33 | -56.80 | -38.19 | NA | … | … | 21.21 | -62.98 | -85.73 | -86.00 | -90.00 | -49.98 | -40.68 | 0.78 | 11.10 | 42.47 | 65.54 | 64.78 | -20.06 | 74.32 |
| Sharpe Ratio | NA | -0.37 | -0.56 | -0.52 | -0.41 | NA | NA | … | … | 0.30 | -0.41 | -0.71 | -0.64 | -0.52 | -0.09 | -1.44 | 0.04 | 0.51 | 1.66 | 2.10 | 2.19 | -0.58 | 2.08 |
| Standard Deviation(%) | NA | 188.53 | 148.64 | 150.20 | 142.55 | NA | NA | … | … | 168.67 | 162.49 | 130.54 | 140.85 | 177.23 | 190.60 | 28.72 | 13.33 | 21.85 | 25.60 | 31.14 | 29.87 | 34.79 | 43.47 |
| Draw Down(%) | NA | 96.30 | 99.68 | 99.97 | 99.99 | NA | NA | … | … | 61.90 | 92.36 | 90.81 | 92.08 | 92.33 | 77.79 | 53.43 | 12.64 | 16.95 | 10.76 | 16.20 | 20.58 | 29.00 | 17.49 |
| 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 |
Data as of 06/12/2026, Common starting date is 02/23/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCPL (Netcapital Inc) |
-87.53%
Dec 2021 – Dec 2024 |
-80.52%
Dec 2020 – Dec 2025 |
-58.48%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCPL (Netcapital Inc) |
66.37%
Apr 2012 – Apr 2015 |
45.81%
Apr 2010 – Apr 2015 |
-17.19%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart