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
VTXB (Vortex Brands Co) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 07/30/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
VTXB (Vortex Brands Co) 06/19/2012 07/30/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 -30.00 -24.53 165.00 53.85 62.50 -93.33 185.71 740.00 -28.57
Sharpe Ratio NA 0.77 0.02 0.01 NA NA NA 3.76 -0.08 -0.08 0.43 0.20 0.20 -0.48 0.63 1.74 -0.07
Standard Deviation(%) NA 367.99 329.40 330.55 NA NA NA 236.51 370.78 319.89 384.09 264.16 308.26 193.27 293.52 426.47 642.73
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 79.80 77.78 85.36 68.57 94.44 95.71 72.86 83.33 95.65
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
Data as of 07/30/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTXB (Vortex Brands Co) -56.12%
Jul 2014 – Jul 2017
-19.73%
Dec 2014 – Dec 2019
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VTXB (Vortex Brands Co) 122.40%
Nov 2015 – Nov 2018
112.17%
Feb 2013 – Feb 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return