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
SHSP (SharpSpring Inc) NA 49.34% 5.68% 29.64% 11.44% NA NA
Data as of 09/01/2021, Common starting date is 05/02/2011
More Performance Analytics Comparison
Name Start Date End Date
SHSP (SharpSpring Inc) 05/02/2011 09/01/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Annualized Return (%) 0.12 49.34 5.68 29.64 11.44 NA NA 5.04 41.94 -9.18 187.05 -16.51 66.77 -48.03 -14.97 2.14 27.27 -86.08
Sharpe Ratio NA 0.81 0.08 0.47 0.08 NA NA 0.13 0.49 -0.52 3.22 -0.76 0.55 -1.39 -0.52 -0.20 0.04 -0.43
Standard Deviation(%) NA 60.74 68.43 61.10 92.94 NA NA 56.96 84.57 61.99 51.47 47.45 58.94 47.76 64.79 81.78 200.76 269.87
Draw Down(%) NA 50.11 77.07 77.07 77.07 NA NA 50.11 65.43 59.90 24.09 42.38 24.76 51.83 45.05 39.07 66.67 87.22
Yield(%) 0.00 0.00 0.00 0.00 2.22 0.30 0.22 0.00 0.00 0.00 0.00 0.00 0.00 0.00 6.85 5.93 11.00 0.00
Data as of 09/01/2021, Common starting date is 05/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHSP (SharpSpring Inc) -19.72%
Sep 2014 – Sep 2017
-6.05%
Dec 2012 – Dec 2017
13.21%
Jun 2011 – Jun 2021
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHSP (SharpSpring Inc) 67.20%
Apr 2016 – Apr 2019
46.15%
Feb 2016 – Feb 2021
16.69%
Aug 2011 – Aug 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return