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
ZUMRF (ZoomerMedia Limited) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 03/27/2024, Common starting date is 08/23/2012
More Performance Analytics Comparison
Name Start Date End Date
ZUMRF (ZoomerMedia Limited) 08/23/2012 03/27/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 12.99 -74.39 27.59 167.95 95.00 -47.37 -40.00 13.43 -66.83 -9.66 -16.57 0.00
Sharpe Ratio NA -0.50 -0.23 -0.01 -0.08 NA NA -0.03 0.10 -0.37 0.48 1.52 0.44 -0.42 -0.75 0.16 -0.80 -0.16 -0.67 0.00
Standard Deviation(%) NA 79.84 143.00 151.18 123.36 NA NA 121.64 86.68 207.07 94.61 109.49 210.49 115.03 54.35 82.31 83.32 61.86 24.74 NA
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 50.00 89.54 25.78 41.50 82.83 76.28 47.95 45.71 66.83 38.19 21.34 0.00
Yield(%) 0.00 5.25 3.29 6.00 1.22 0.42 0.31 0.00 10.50 2.69 6.66 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 03/27/2024, Common starting date is 08/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZUMRF (ZoomerMedia Limited) -39.11%
Oct 2014 – Oct 2017
-38.05%
Sep 2013 – Sep 2018
-22.63%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZUMRF (ZoomerMedia Limited) 97.35%
Sep 2018 – Sep 2021
28.84%
Jan 2019 – Jan 2024
-4.72%
Jan 2014 – Jan 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return