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
PAYS (Paysign, Inc.) 35.34% 60.60% 39.09% 16.27% 44.14% 26.71% NA
Data as of 06/04/2026, Common starting date is 10/10/2007
More Performance Analytics Comparison
Name Start Date End Date
PAYS (Paysign, Inc.) 10/10/2007 06/04/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -3.06 60.60 39.09 16.27 44.14 26.71 NA 35.34 74.17 16.79 8.53 61.25 -65.52 -54.29 188.35 382.19 121.21 43.48 -4.17 50.00 -46.67 200.00 -9.09 450.00 -66.67 -91.43 0.00
Sharpe Ratio NA 0.87 0.52 0.22 0.57 NA NA 1.68 1.02 0.18 0.08 0.78 -1.03 -0.56 1.90 5.43 1.49 0.07 -0.20 0.29 -0.60 1.27 -0.06 1.65 -0.38 -0.68 -0.21
Standard Deviation(%) NA 71.04 64.02 66.43 75.24 NA NA 77.17 71.34 58.65 51.26 76.89 63.90 96.51 86.94 66.43 68.97 134.24 115.09 110.22 108.76 144.41 428.21 262.17 227.29 163.86 115.99
Draw Down(%) NA 62.85 64.60 65.65 93.09 NA NA 38.25 41.71 46.53 57.54 50.40 73.41 61.87 50.64 35.35 18.97 44.44 78.95 44.00 57.58 42.86 96.67 77.78 83.33 93.68 35.71
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 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 10/10/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAYS (Paysign, Inc.) -51.56%
Jun 2019 – Jun 2022
-22.53%
Apr 2020 – Apr 2025
0.42%
Nov 2007 – Nov 2017
9.09%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PAYS (Paysign, Inc.) 337.19%
Jun 2016 – Jun 2019
136.40%
Aug 2014 – Aug 2019
95.44%
Apr 2009 – Apr 2019
50.49%
Apr 2009 – Apr 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return