Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGX (The Pegasus Companies Incorporated) | NA | -43.14% | -21.52% | -31.26% | -23.08% | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 06/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGX (The Pegasus Companies Incorporated) | 06/19/2012 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -43.14 | -21.52 | -31.26 | -23.08 | NA | NA | … | … | -43.14 | 0.00 | 2.00 | 0.00 | -71.75 | -11.50 | -14.89 | 32.77 | -15.71 | -83.20 | 666.87 | -74.92 | 348.24 | -53.22 |
| Sharpe Ratio | NA | -0.14 | -0.13 | -0.19 | -0.18 | NA | NA | … | … | -0.15 | 0.00 | -1.14 | -0.05 | -0.36 | -0.73 | -0.38 | 0.85 | -0.11 | -0.87 | 8.27 | -0.80 | 2.85 | -0.42 |
| Standard Deviation(%) | NA | 328.19 | 189.15 | 172.00 | 136.87 | NA | NA | … | … | 382.82 | NA | 1.99 | 25.89 | 200.78 | 15.96 | 43.10 | 37.17 | 150.86 | 95.44 | 80.64 | 93.43 | 122.27 | 181.05 |
| Draw Down(%) | NA | 80.00 | 80.00 | 93.56 | 98.07 | NA | NA | … | … | 80.00 | 0.00 | 0.00 | 16.67 | 88.89 | 11.50 | 29.60 | 17.96 | 64.53 | 83.84 | 20.00 | 86.27 | 51.11 | 72.38 |
| 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 09/26/2025, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGX (The Pegasus Companies Incorporated) |
-51.61%
Jul 2021 – Jul 2024 |
-32.36%
Dec 2015 – Dec 2020 |
-26.44%
Mar 2014 – Mar 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGX (The Pegasus Companies Incorporated) |
105.04%
Dec 2012 – Dec 2015 |
18.92%
Jul 2013 – Jul 2018 |
-6.79%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart