Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOFO (Sonic Foundry Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 04/18/2024, Common starting date is 06/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOFO (Sonic Foundry Inc) | 06/01/1998 | 04/18/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -75.31 | -73.00 | -20.63 | 190.77 | 100.00 | -78.41 | -39.19 | -5.71 | -31.28 | -21.40 | 66.15 | -22.52 | -46.42 | 190.52 | 12.79 | -69.50 | -70.00 | 343.40 | -31.61 | -18.42 | 295.83 | -80.80 | 90.48 | -88.92 | 142.95 | 47.17 |
| Sharpe Ratio | NA | -0.41 | -0.54 | -0.37 | -0.42 | NA | NA | … | … | -0.28 | -0.55 | -0.98 | -0.39 | 2.01 | 0.89 | -1.61 | -0.93 | -0.64 | -0.80 | -0.76 | 1.04 | -0.86 | -1.37 | 3.54 | -0.07 | -0.85 | -1.33 | 4.77 | -1.01 | -0.55 | 2.48 | -1.04 | 0.54 | -0.96 | 2.25 | 1.80 |
| Standard Deviation(%) | NA | 238.28 | 147.66 | 126.57 | 100.63 | NA | NA | … | … | 363.58 | 146.21 | 75.84 | 53.16 | 94.14 | 86.50 | 62.25 | 63.14 | 61.62 | 62.53 | 52.60 | 45.67 | 47.99 | 47.27 | 48.63 | 77.69 | 105.01 | 69.12 | 67.87 | 52.35 | 69.60 | 111.37 | 96.34 | 130.41 | 163.48 | 74.55 | 81.09 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 89.78 | 80.50 | 47.86 | 41.00 | 40.74 | 78.41 | 56.15 | 50.12 | 50.00 | 39.09 | 25.36 | 35.27 | 55.60 | 25.46 | 41.95 | 75.17 | 73.40 | 32.10 | 37.50 | 50.77 | 50.00 | 87.34 | 82.24 | 98.29 | 52.94 | 38.46 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 04/18/2024, Common starting date is 06/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOFO (Sonic Foundry Inc) |
-86.70%
Mar 2021 – Mar 2024 |
-61.29%
Mar 2019 – Mar 2024 |
-50.24%
Mar 2014 – Mar 2024 |
-35.39%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOFO (Sonic Foundry Inc) |
78.96%
Apr 2003 – Apr 2006 |
43.81%
Oct 2002 – Oct 2007 |
6.80%
Oct 2002 – Oct 2012 |
-1.08%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart