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
ZRVT (Zurvita Holdings Inc) NA -100.00% -100.00% -100.00% -100.00% -100.00% NA
Data as of 07/07/2025, Common starting date is 10/21/2009
More Performance Analytics Comparison
Name Start Date End Date
ZRVT (Zurvita Holdings Inc) 10/21/2009 07/07/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 NA -100.00 0.00 0.00 0.00 -82.35 -15.00 42.86 -11.00 31.08 -3.61 -26.76 -44.98 589.73 796.00 -85.71 -97.08 18.81
Sharpe Ratio NA 0.00 0.00 -0.12 -0.07 NA NA 0.00 0.00 0.00 0.00 -0.17 -0.07 0.19 -0.06 0.17 -0.04 -0.14 -0.18 2.52 1.87 -0.15 -0.22 1.08
Standard Deviation(%) NA NA 96.71 220.33 209.61 NA NA NA NA NA NA 476.48 228.01 223.08 204.35 185.32 106.01 193.54 253.30 233.71 434.03 558.03 438.55 135.65
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 0.00 0.00 0.00 95.83 72.45 66.66 61.86 50.00 43.30 52.97 64.71 84.06 88.00 97.06 97.65 22.76
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 07/07/2025, Common starting date is 10/21/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZRVT (Zurvita Holdings Inc) -66.58%
Dec 2009 – Dec 2012
-40.13%
Oct 2019 – Oct 2024
-23.38%
May 2013 – May 2023
-21.80%
Dec 2009 – Dec 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZRVT (Zurvita Holdings Inc) 223.96%
Dec 2011 – Dec 2014
88.82%
Dec 2011 – Dec 2016
31.95%
Aug 2011 – Aug 2021
-13.18%
May 2010 – May 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return