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
WSCC (Waterside Capital Corporation) NA 483.33% 216.88% 133.89% 20.70% NA NA
Data as of 08/04/2022, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
WSCC (Waterside Capital Corporation) 06/19/2012 08/04/2022
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) 2.94 483.33 216.88 133.89 20.70 NA NA -38.24 1,474.07 86.21 45.00 400.00 -46.67 -62.50 -53.49 -4.44 -50.28 13.13
Sharpe Ratio NA 2.49 0.56 0.38 0.08 NA NA -0.41 3.07 0.19 0.23 1.09 -0.34 -0.70 -0.54 -0.17 -0.38 0.31
Standard Deviation(%) NA 194.14 388.11 350.94 259.17 NA NA 138.43 480.09 449.95 189.29 365.41 139.11 89.97 99.84 26.88 132.24 85.17
Draw Down(%) NA 56.67 91.71 91.71 98.43 NA NA 55.88 87.21 90.35 60.00 80.00 73.33 80.00 53.49 15.00 82.35 32.96
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
Data as of 08/04/2022, 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
WSCC (Waterside Capital Corporation) -68.25%
Oct 2013 – Oct 2016
-50.53%
Nov 2012 – Nov 2017
20.35%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WSCC (Waterside Capital Corporation) 251.24%
Mar 2019 – Mar 2022
173.13%
Feb 2017 – Feb 2022
20.35%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return