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
STRM (Streamline Health Solutions, Inc.) NA -15.40% -40.42% -22.24% -18.36% -7.74% -9.77%
Data as of 08/11/2025, Common starting date is 04/18/1996
More Performance Analytics Comparison
Name Start Date End Date
STRM (Streamline Health Solutions, Inc.) 04/18/1996 08/11/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 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 1997 1996
Annualized Return (%) 0.19 -15.40 -40.42 -22.24 -18.36 -7.74 -9.77 41.76 -41.41 -72.78 6.04 -4.49 12.23 71.60 -52.07 35.20 -11.35 -67.44 -37.97 22.67 230.81 4.88 -29.61 17.68 8.79 -69.15 2.61 106.09 -13.89 14.08 -33.64 495.48 -30.30 -25.00 -69.44 -38.98 -52.03
Sharpe Ratio NA -0.19 -0.34 -0.23 -0.21 NA NA 0.61 -0.36 -0.56 0.08 -0.07 0.15 0.86 -0.83 0.37 -0.18 -1.05 -0.71 0.56 3.77 0.08 -0.44 0.25 0.08 -1.25 -0.01 1.08 -0.23 0.16 -0.34 2.96 -0.23 -0.11 -0.48 -0.45 -0.84
Standard Deviation(%) NA 145.08 127.57 106.03 93.31 NA NA 124.42 139.45 137.13 60.34 61.68 80.18 81.27 64.16 94.79 65.89 63.97 53.24 40.70 62.08 59.22 68.23 71.46 95.36 57.68 59.99 96.57 64.73 85.36 102.46 172.34 148.59 256.74 152.81 95.19 81.29
Draw Down(%) NA 78.88 94.49 94.65 95.89 NA NA 59.48 79.69 89.38 42.62 42.92 59.31 48.92 63.49 53.53 38.50 72.29 50.43 26.95 24.46 35.98 58.37 39.08 56.21 69.83 43.48 43.36 36.20 41.18 63.35 44.79 84.16 87.50 82.98 49.21 64.43
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 0.00 0.00 0.00
Data as of 08/11/2025, Common starting date is 04/18/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STRM (Streamline Health Solutions, Inc.) -57.83%
Sep 1996 – Sep 1999
-41.92%
May 1996 – May 2001
-27.89%
Oct 2014 – Oct 2024
-16.81%
Oct 2009 – Oct 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
STRM (Streamline Health Solutions, Inc.) 85.83%
Oct 2010 – Oct 2013
52.57%
Feb 2001 – Feb 2006
14.34%
Jul 2003 – Jul 2013
13.31%
Oct 1998 – Oct 2013
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return