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
VCON (Vicon Industries Inc) NA 0.00% 17.58% -4.07% -34.43% -28.07% -21.79%
Data as of 05/16/2024, Common starting date is 03/18/1980
More Performance Analytics Comparison
Name Start Date End Date
VCON (Vicon Industries Inc) 03/18/1980 05/16/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 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 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980
Annualized Return (%) 0.00 0.00 17.58 -4.07 -34.43 -28.07 -21.79 0.00 0.00 0.00 66.67 254.55 -89.00 -87.50 -32.20 -66.48 -4.35 -29.76 6.94 -12.73 -26.50 -14.80 -5.56 -42.12 169.27 17.38 -35.11 0.43 30.00 -21.05 170.22 -71.87 -18.64 8.26 240.62 60.00 -25.93 -10.00 -28.57 5.00 -13.04 -45.24 13.51 48.00 -45.65 4.55 -6.38 -39.74 53.95 -13.64 -45.34 111.84
Sharpe Ratio NA 0.00 0.77 -0.07 -0.30 NA NA 0.00 0.00 0.00 1.93 3.60 -0.39 -0.54 -0.20 -0.50 -0.07 -0.27 0.14 -0.22 -0.67 -0.44 -0.12 -0.58 1.68 0.41 -0.57 -0.01 0.63 -0.32 1.56 -1.08 -0.39 0.07 3.18 0.54 -0.32 -0.27 -0.50 0.04 -0.19 -0.58 0.13 0.66 -0.86 0.01 -0.21 -1.07 1.10 -0.44 -0.90 2.43
Standard Deviation(%) NA NA 19.87 84.03 120.22 NA NA NA NA NA 34.45 70.17 229.26 164.25 162.53 134.55 62.96 109.57 49.99 58.17 39.61 34.01 46.39 73.67 99.49 34.74 65.29 74.45 46.72 69.23 110.45 70.43 56.07 75.09 73.99 103.22 93.48 48.75 61.09 64.41 89.04 86.80 61.33 65.77 57.36 60.62 55.73 43.10 43.36 47.68 61.13 62.16
Draw Down(%) NA 0.00 0.00 86.25 99.89 NA NA 0.00 0.00 0.00 0.00 0.00 93.89 91.49 64.58 76.70 34.90 73.73 26.84 35.62 39.22 37.28 26.36 59.13 49.18 24.42 46.60 58.17 30.56 58.66 38.40 74.04 49.38 62.27 27.01 63.16 56.82 25.71 39.13 35.71 43.33 60.47 32.65 36.36 62.71 44.07 57.14 44.58 32.65 55.56 60.48 24.12
Yield(%) 0.00 0.00 0.00 0.00 2.12 0.69 0.53 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 17.68 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 05/16/2024, Common starting date is 03/18/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VCON (Vicon Industries Inc) -79.62%
Nov 2016 – Nov 2019
-68.73%
Dec 2014 – Dec 2019
-50.13%
Nov 2009 – Nov 2019
-36.34%
Nov 2004 – Nov 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VCON (Vicon Industries Inc) 93.17%
Feb 1995 – Feb 1998
38.88%
Mar 1993 – Mar 1998
12.22%
Feb 1997 – Feb 2007
11.30%
Aug 1992 – Aug 2007
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return