Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PGNN (Paragon Financial Solutions Inc) | 6.12% | 26.95% | 17.57% | 3.97% | 7.24% | 13.40% | NA | … | … |
Data as of 06/12/2026, Common starting date is 05/02/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PGNN (Paragon Financial Solutions Inc) | 05/02/2007 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.89 | 26.95 | 17.57 | 3.97 | 7.24 | 13.40 | NA | … | … | 6.12 | 41.61 | 7.98 | -8.53 | -24.43 | 34.74 | -16.83 | 24.50 | -11.80 | 24.42 | 6.21 | 16.00 | 19.05 | 50.00 | 55.56 | -10.00 | -3.85 | 85.71 | -81.33 | -36.44 |
| Sharpe Ratio | NA | 1.65 | 0.64 | 0.05 | 0.22 | NA | NA | … | … | 1.07 | 2.31 | 0.07 | -0.26 | -1.61 | 1.41 | -0.45 | 2.53 | -0.87 | 1.35 | 0.22 | 0.87 | 0.60 | 0.88 | 0.71 | -0.13 | -0.06 | 0.56 | -0.63 | -1.28 |
| Standard Deviation(%) | NA | 14.69 | 22.21 | 27.95 | 25.31 | NA | NA | … | … | 10.88 | 17.09 | 20.00 | 49.01 | 16.07 | 24.64 | 37.99 | 9.14 | 15.08 | 17.65 | 27.80 | 18.40 | 31.94 | 56.68 | 79.09 | 74.44 | 61.50 | 152.68 | 129.49 | 40.71 |
| Draw Down(%) | NA | 3.77 | 15.00 | 44.24 | 48.23 | NA | NA | … | … | 3.13 | 4.78 | 11.11 | 24.76 | 24.58 | 14.90 | 44.65 | 3.20 | 28.32 | 7.85 | 15.62 | 12.50 | 12.50 | 15.42 | 41.18 | 51.39 | 50.67 | 67.00 | 82.72 | 40.00 |
| 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 06/12/2026, Common starting date is 05/02/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGNN (Paragon Financial Solutions Inc) |
-44.38%
Sep 2007 – Sep 2010 |
-24.15%
Jul 2007 – Jul 2012 |
-2.66%
Jun 2007 – Jun 2017 |
-1.33%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PGNN (Paragon Financial Solutions Inc) |
46.71%
Oct 2010 – Oct 2013 |
31.59%
Sep 2010 – Sep 2015 |
19.69%
Dec 2008 – Dec 2018 |
13.61%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart