Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZDPY (Zoned Properties Inc) | 0.00% | -18.97% | -9.30% | -6.28% | -18.07% | -27.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/04/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZDPY (Zoned Properties Inc) | 05/04/2010 | 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 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.08 | -18.97 | -9.30 | -6.28 | -18.07 | -27.72 | NA | … | … | 0.00 | 4.26 | -10.00 | -33.33 | -3.85 | 81.82 | 104.29 | -11.76 | -78.17 | -48.83 | -74.94 | -68.52 | -48.86 | -59.26 | 800.00 | 9.09 | -94.76 |
| Sharpe Ratio | NA | 0.03 | -0.15 | -0.10 | -0.18 | NA | NA | … | … | -0.11 | 0.02 | -0.22 | -0.38 | -0.08 | 0.78 | 0.64 | -0.09 | -0.70 | -0.48 | -0.47 | -0.62 | -0.19 | -0.15 | 2.88 | 0.03 | -0.34 |
| Standard Deviation(%) | NA | 65.19 | 83.55 | 77.55 | 113.53 | NA | NA | … | … | 68.40 | 74.05 | 74.36 | 98.71 | 68.79 | 104.82 | 161.08 | 146.92 | 113.81 | 102.50 | 160.59 | 110.30 | 263.78 | 382.68 | 283.24 | 286.97 | 294.62 |
| Draw Down(%) | NA | 39.66 | 60.00 | 66.32 | 96.87 | NA | NA | … | … | 25.53 | 31.91 | 38.57 | 50.00 | 31.33 | 37.93 | 53.08 | 54.44 | 85.49 | 76.40 | 89.76 | 83.00 | 99.43 | 94.64 | 88.37 | 89.09 | 97.25 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/04/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDPY (Zoned Properties Inc) |
-90.23%
Feb 2014 – Feb 2017 |
-81.62%
Feb 2014 – Feb 2019 |
-55.69%
Feb 2014 – Feb 2024 |
-35.42%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZDPY (Zoned Properties Inc) |
356.72%
Feb 2011 – Feb 2014 |
31.75%
Jun 2020 – Jun 2025 |
-19.05%
May 2016 – May 2026 |
-19.71%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart