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
ZIVO (Zivo Bioscience Inc) -56.32% -78.30% -39.14% -32.26% 26.58% 9.16% -3.89%
Data as of 06/03/2026, Common starting date is 12/16/2003
More Performance Analytics Comparison
Name Start Date End Date
ZIVO (Zivo Bioscience Inc) 12/16/2003 06/03/2026
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 2009 2008 2007 2006 2005 2004 2003
Annualized Return (%) -17.39 -78.30 -39.14 -32.26 26.58 9.16 -3.89 -56.32 -67.44 1,691.67 -92.00 -12.89 1,813.33 -11.76 30.77 44.44 -10.00 66.67 -25.00 -79.49 105.26 -24.00 -30.56 20.00 200.00 -47.37 -79.35 -56.19 281.82 -82.81 3.23
Sharpe Ratio NA -0.44 -0.25 -0.24 0.14 NA NA -0.41 -0.55 10.80 -0.77 -0.22 4.86 -0.12 0.21 0.37 -0.08 0.34 -0.15 -0.68 1.10 -0.20 -0.24 0.16 1.26 -0.19 -0.47 -0.36 1.10 -0.44 3.10
Standard Deviation(%) NA 170.84 155.19 132.66 171.82 NA NA 203.52 129.99 156.04 125.35 66.43 372.98 100.00 141.25 116.95 129.72 194.55 168.51 116.52 95.59 123.99 128.42 123.51 158.85 253.53 177.01 165.79 253.15 188.87 39.30
Draw Down(%) NA 93.85 97.13 98.50 98.50 NA NA 89.12 68.29 42.12 97.76 44.14 49.91 52.94 50.00 38.89 50.00 55.56 80.00 85.37 50.98 66.67 64.86 75.81 69.01 95.16 90.16 78.12 78.40 93.24 4.69
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/03/2026, Common starting date is 12/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZIVO (Zivo Bioscience Inc) -66.92%
Jan 2006 – Jan 2009
-57.38%
Jan 2004 – Jan 2009
-34.18%
Sep 2006 – Sep 2016
-23.13%
Jan 2004 – Jan 2019
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZIVO (Zivo Bioscience Inc) 246.68%
Aug 2019 – Aug 2022
139.62%
Jun 2016 – Jun 2021
49.29%
Jan 2015 – Jan 2025
21.40%
Jan 2010 – Jan 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return