Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VASO (Vaso Corp) | 0.00% | -50.00% | 6.27% | 43.10% | -3.97% | -3.35% | -8.37% | -8.21% |
Data as of 07/10/2025, AR inception is 08/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VASO (Vaso Corp) | 08/21/1995 | 07/10/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.69 | -50.00 | 6.27 | 43.10 | -3.97 | -3.35 | -8.37 | -8.21 | 0.00 | -61.29 | 76.47 | 240.00 | -44.44 | 200.00 | 0.00 | -40.00 | -61.54 | -35.00 | 17.65 | -50.00 | 88.89 | -18.18 | -8.33 | 300.00 | 200.00 | -66.67 | -25.00 | -69.23 | -72.04 | -16.22 | 18.09 | -74.59 | 69.14 | 125.81 | 34.78 | -60.34 | -9.38 | 113.33 | -34.78 |
| Sharpe Ratio | NA | -0.64 | 0.07 | 0.35 | -0.03 | NA | NA | -0.07 | 0.17 | -0.89 | 0.88 | 2.22 | -0.27 | 0.93 | -0.01 | -0.24 | -0.59 | -0.40 | 0.22 | -0.47 | 1.39 | -0.23 | -0.10 | 1.56 | 1.04 | -0.32 | -0.21 | -0.50 | -0.70 | -0.21 | 0.22 | -0.68 | 0.94 | 0.79 | 0.28 | -0.66 | -0.16 | 0.93 | -0.64 |
| Standard Deviation(%) | NA | 83.46 | 82.76 | 123.74 | 147.54 | NA | NA | 131.89 | 83.80 | 77.05 | 83.36 | 108.44 | 162.64 | 213.66 | 255.04 | 174.60 | 105.59 | 86.95 | 79.32 | 106.20 | 64.05 | 79.01 | 84.93 | 192.13 | 192.81 | 213.93 | 132.78 | 146.15 | 106.44 | 80.10 | 78.24 | 110.75 | 72.34 | 154.78 | 110.95 | 96.89 | 79.38 | 116.86 | 114.50 |
| Draw Down(%) | NA | 63.33 | 68.57 | 75.00 | 95.45 | NA | NA | 99.92 | 20.00 | 63.64 | 42.86 | 33.33 | 75.00 | 50.00 | 75.00 | 71.43 | 64.29 | 45.00 | 27.27 | 67.35 | 35.29 | 41.38 | 71.62 | 58.06 | 50.00 | 81.82 | 66.67 | 83.33 | 87.37 | 57.21 | 41.33 | 83.16 | 52.47 | 82.81 | 57.14 | 67.14 | 47.75 | 59.56 | 47.92 |
| 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 | 0.00 | 0.00 |
Data as of 07/10/2025, AR inception is 08/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASO (Vaso Corp) |
-63.75%
Nov 2005 - Nov 2008 |
-57.66%
Jan 2004 - Jan 2009 |
-36.80%
Mar 2000 - Mar 2010 |
-23.72%
Aug 2004 - Aug 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VASO (Vaso Corp) |
157.13%
Sep 2020 - Sep 2023 |
78.26%
Jan 2009 - Jan 2014 |
7.18%
Jan 2009 - Jan 2019 |
20.05%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart