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
ZDGE (Zedge, Inc.) 0.18% 35.91% 16.27% -25.49% NA NA NA
Data as of 06/04/2026, Common starting date is 06/06/2016
More Performance Analytics Comparison
Name Start Date End Date
ZDGE (Zedge, Inc.) 06/06/2016 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
Annualized Return (%) 7.31 35.91 16.27 -25.49 NA NA NA 0.18 23.06 14.47 33.52 -79.29 40.73 292.21 -37.09 -10.95 -12.17 -24.40
Sharpe Ratio NA 0.28 0.08 -0.35 NA NA NA -0.30 0.27 0.11 0.47 -1.04 0.48 2.33 -0.38 -0.16 -0.20 -0.47
Standard Deviation(%) NA 77.05 80.12 77.29 NA NA NA 69.20 73.71 99.60 64.77 77.85 84.38 124.37 102.80 79.21 65.54 82.55
Draw Down(%) NA 51.77 61.18 91.40 NA NA NA 30.24 51.77 59.07 49.11 81.93 56.23 53.53 48.03 60.89 52.51 51.61
Yield(%) 0.00 2.13 0.82 0.07 0.13 0.08 0.06 1.07 0.59 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 06/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZDGE (Zedge, Inc.) -45.08%
Jun 2021 – Jun 2024
-24.46%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZDGE (Zedge, Inc.) 88.65%
Sep 2018 – Sep 2021
31.61%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return