Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| USIO (Usio, Inc.) | 13.97% | 11.51% | -9.05% | -25.13% | -1.15% | 8.59% | 0.16% | … | … |
Data as of 06/04/2026, Common starting date is 02/22/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| USIO (Usio, Inc.) | 02/22/1999 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.19 | 11.51 | -9.05 | -25.13 | -1.15 | 8.59 | 0.16 | … | … | 13.97 | -8.90 | -15.70 | 4.24 | -62.16 | 63.30 | 71.15 | -6.02 | -34.39 | 36.76 | -7.04 | -26.30 | 125.00 | -38.46 | 30.00 | 400.00 | 0.00 | 0.00 | -66.67 | -33.33 | -10.00 | -68.75 | 100.00 | -11.11 | -83.33 | -57.85 | -67.20 | 11.11 |
| Sharpe Ratio | NA | 0.23 | -0.20 | -0.37 | -0.04 | NA | NA | … | … | 0.91 | -0.18 | -0.56 | 0.00 | -0.65 | 0.87 | 0.62 | -0.37 | -0.92 | 0.15 | -0.48 | -0.44 | 0.96 | -0.24 | 0.07 | 1.57 | -0.07 | -0.06 | -0.35 | -0.45 | -0.27 | -1.01 | 0.58 | -0.16 | -0.67 | -0.69 | -1.05 | 0.42 |
| Standard Deviation(%) | NA | 50.44 | 55.68 | 67.75 | 83.02 | NA | NA | … | … | 53.69 | 67.48 | 40.29 | 66.45 | 97.28 | 72.72 | 113.39 | 79.98 | 60.51 | 119.25 | 85.84 | 101.13 | 111.49 | 233.31 | 160.23 | 242.68 | 277.67 | 309.77 | 242.77 | 123.25 | 121.03 | 88.99 | 137.73 | 195.24 | 154.11 | 115.51 | 128.94 | 102.93 |
| Draw Down(%) | NA | 44.74 | 59.46 | 87.29 | 87.29 | NA | NA | … | … | 25.53 | 50.97 | 33.68 | 33.63 | 71.40 | 47.22 | 59.25 | 56.67 | 43.12 | 40.68 | 51.61 | 69.76 | 33.33 | 85.00 | 45.45 | 50.00 | 66.67 | 60.00 | 75.00 | 64.29 | 57.89 | 76.47 | 65.22 | 69.57 | 90.00 | 86.42 | 93.53 | 60.56 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/22/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USIO (Usio, Inc.) |
-83.42%
Feb 2000 – Feb 2003 |
-59.54%
Mar 2000 – Mar 2005 |
-48.33%
Mar 2000 – Mar 2010 |
-24.70%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| USIO (Usio, Inc.) |
91.29%
Nov 2009 – Nov 2012 |
67.03%
Mar 2010 – Mar 2015 |
35.84%
Mar 2011 – Mar 2021 |
12.35%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart