Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRDX (Trend Exploration I) | -62.50% | 50.00% | -15.66% | NA | NA | NA | NA | -43.77% |
Data as of 07/18/2025, AR inception is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRDX (Trend Exploration I) | 01/11/2021 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 50.00 | 50.00 | -15.66 | NA | NA | NA | NA | -43.77 | -62.50 | 350.00 | -71.43 | -56.25 | -46.67 |
| Sharpe Ratio | NA | 0.16 | -0.06 | NA | NA | NA | NA | -0.14 | -0.39 | 0.96 | -0.26 | -0.16 | -0.24 |
| Standard Deviation(%) | NA | 289.57 | 315.71 | NA | NA | NA | NA | 303.23 | 220.34 | 361.57 | 286.82 | 371.85 | 201.78 |
| Draw Down(%) | NA | 85.71 | 92.86 | NA | NA | NA | NA | 97.77 | 85.71 | 75.00 | 77.78 | 84.21 | 73.21 |
| 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 |
Data as of 07/18/2025, AR inception is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRDX (Trend Exploration I) |
-64.84%
Sep 2021 - Sep 2024 |
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 |
|---|---|---|---|---|
| TRDX (Trend Exploration I) |
-3.45%
Jan 2022 - Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart