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
ULUR (Uluru Inc New) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 03/09/2023, Common starting date is 04/05/2006
More Performance Analytics Comparison
Name Start Date End Date
ULUR (Uluru Inc New) 04/05/2006 03/09/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) NA -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 2.88 -70.18 56,900.00 -83.33 100.00 -25.00 -77.78 -78.57 21.74 137.93 31.82 -86.67 -50.00 -21.43 -89.67 8.40 25.00
Sharpe Ratio NA NA NA NA NA NA NA NA 0.92 -0.18 144.17 -0.31 0.43 -0.09 -0.36 -0.45 0.25 1.36 0.21 -0.71 -0.46 -0.13 -0.72 0.10 0.23
Standard Deviation(%) NA NA NA NA NA NA NA 0.00 3.32 380.34 384.88 272.46 227.28 281.74 214.22 175.71 86.24 101.74 151.32 122.10 108.00 168.56 126.02 53.75 136.97
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 0.00 85.92 52.53 83.33 60.00 80.00 85.71 88.89 55.00 41.54 69.64 88.48 69.23 75.00 90.97 49.52 70.15
Yield(%) NA 0.00 0.00 0.00 0.00 0.00 0.00 NA 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 03/09/2023, Common starting date is 04/05/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ULUR (Uluru Inc New) -73.47%
Sep 2008 – Sep 2011
-68.21%
Sep 2007 – Sep 2012
-53.45%
Oct 2007 – Oct 2017
-22.39%
Feb 2007 – Feb 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ULUR (Uluru Inc New) 521.45%
Oct 2017 – Oct 2020
161.59%
Aug 2016 – Aug 2021
25.89%
Aug 2011 – Aug 2021
-6.95%
May 2006 – May 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return