Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RWWDF (Balsam Technologies Corp) | NA | 0.00% | 0.00% | 0.69% | -33.97% | NA | NA | … | … |
Data as of 04/22/2020, Common starting date is 12/04/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RWWDF (Balsam Technologies Corp) | 12/04/2007 | 04/22/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 0.00 | 0.69 | -33.97 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 155.69 | -59.52 | -53.33 | -84.48 | 90.16 | -69.50 | -60.00 | 160.42 | -91.16 | 10.82 |
| Sharpe Ratio | NA | 0.00 | 0.00 | 0.00 | -0.18 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.46 | -0.49 | -0.33 | -0.85 | 0.24 | -0.57 | -0.22 | 0.59 | -0.70 | 4.15 |
| Standard Deviation(%) | NA | NA | NA | 161.27 | 191.47 | NA | NA | … | … | NA | NA | NA | NA | 339.52 | 122.51 | 161.28 | 99.11 | 375.08 | 122.32 | 270.16 | 266.15 | 131.71 | 76.90 |
| Draw Down(%) | NA | 0.00 | 0.00 | 95.95 | 99.95 | NA | NA | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 90.00 | 74.60 | 82.92 | 84.48 | 90.00 | 80.25 | 83.37 | 53.33 | 93.71 | 8.16 |
| 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 04/22/2020, Common starting date is 12/04/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWWDF (Balsam Technologies Corp) |
-77.16%
Sep 2012 – Sep 2015 |
-65.17%
Jun 2010 – Jun 2015 |
-43.87%
Mar 2008 – Mar 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RWWDF (Balsam Technologies Corp) |
59.73%
Jun 2015 – Jun 2018 |
0.69%
Dec 2014 – Dec 2019 |
-25.98%
Dec 2008 – Dec 2018 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart