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
PYDS (Usio Inc) NA 78.57% 31.92% -32.93% 21.10% 0.12% NA
Data as of 07/05/2019, Common starting date is 12/10/1999
More Performance Analytics Comparison
Name Start Date End Date
PYDS (Usio Inc) 12/10/1999 07/05/2019
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999
Annualized Return (%) -11.75 78.57 31.92 -32.93 21.10 0.12 NA 83.95 -34.39 36.76 -7.04 -94.94 118.33 823.08 30.00 400.00 0.00 0.00 -66.67 -33.33 -10.00 -68.75 100.00 -11.11 -83.33 -57.85 -67.20 7.76
Sharpe Ratio NA 0.82 0.12 -0.13 0.00 NA NA 2.64 -0.93 0.15 -0.48 -0.41 0.06 0.42 0.07 1.57 -0.07 -0.06 -0.35 -0.45 -0.27 -1.01 0.58 -0.16 -0.67 -0.69 -0.70 4.19
Standard Deviation(%) NA 67.44 93.21 410.85 807.33 NA NA 79.21 60.46 119.24 85.84 276.97 1,621.39 1,895.57 160.23 242.68 277.67 309.77 242.77 123.25 121.03 88.99 137.73 195.24 154.11 115.51 128.94 66.87
Draw Down(%) NA 41.11 57.35 98.86 98.86 NA NA 41.11 43.12 40.89 51.61 97.98 95.51 96.67 45.45 50.00 66.67 60.00 75.00 64.29 57.89 76.47 65.22 69.57 90.00 86.42 93.53 14.06
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 0.00
Data as of 07/05/2019, Common starting date is 12/10/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYDS (Usio Inc) -83.42%
Feb 2000 – Feb 2003
-59.54%
Mar 2000 – Mar 2005
-48.33%
Mar 2000 – Mar 2010
-21.62%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PYDS (Usio Inc) 318.17%
Mar 2012 – Mar 2015
187.08%
Mar 2010 – Mar 2015
38.74%
Apr 2005 – Apr 2015
2.00%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return