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
PZLIX NA -7.55% NA NA NA NA NA
Data as of 10/26/2020, Common starting date is 04/09/2018
More Performance Analytics Comparison
Name Start Date End Date
PZLIX 04/09/2018 10/26/2020
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2020 2019 2018
Annualized Return (%) 0.34 -7.55 NA NA NA NA NA -13.64 17.26 -13.10
Sharpe Ratio NA -0.19 NA NA NA NA NA -0.39 1.08 -1.01
Standard Deviation(%) NA 39.25 NA NA NA NA NA 43.08 14.68 18.61
Draw Down(%) NA 43.47 NA NA NA NA NA 43.47 9.70 22.85
Yield(%) 0.00 1.99 1.39 0.83 0.42 0.28 0.21 0.02 2.23 2.23
Data as of 10/26/2020, Common starting date is 04/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PZLIX (PZLIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PZLIX (PZLIX) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return