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
TAPABX NA 5,003.17% 265.09% NA NA NA NA
Data as of 08/05/2024, Common starting date is 11/14/2019
More Performance Analytics Comparison
Name Start Date End Date
TAPABX 11/14/2019 08/05/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 4,393.27 5,003.17 265.09 NA NA NA NA 4,783.38 6.85 -15.29 1.36 1.45 4.11
Sharpe Ratio NA 13.05 1.14 NA NA NA NA 143.77 0.18 -0.47 0.05 0.03 4.50
Standard Deviation(%) NA 384.76 229.53 NA NA NA NA 498.63 14.69 35.56 25.02 36.42 8.39
Draw Down(%) NA 9.55 28.84 NA NA NA NA 5.10 16.84 27.74 16.94 37.19 2.10
Yield(%) 0.00 3.65 2.27 1.33 0.66 0.44 0.33 105.18 4.08 1.06 0.00 0.00 0.00
Data as of 08/05/2024, Common starting date is 11/14/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TAPABX (TAPABX) -3.22%
Oct 2020 – Oct 2023
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
TAPABX (TAPABX) 5.49%
Apr 2020 – Apr 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return