Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGLY (Agiliti Inc) | 0.00% | -99.02% | -78.63% | -46.82% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 06/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGLY (Agiliti Inc) | 06/12/2019 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -99.02 | -78.63 | -46.82 | NA | NA | NA | … | … | 0.00 | -99.02 | 0.00 | 0.00 | -24.07 | -68.24 | -5.56 | -4.75 |
| Sharpe Ratio | NA | -0.15 | -0.22 | -0.22 | NA | NA | NA | … | … | -0.07 | -0.15 | 0.00 | 0.00 | -0.94 | -0.17 | -0.03 | -0.18 |
| Standard Deviation(%) | NA | 659.68 | 380.61 | 346.12 | NA | NA | NA | … | … | 35.44 | 664.61 | NA | NA | 27.14 | 412.75 | 203.10 | 53.86 |
| Draw Down(%) | NA | 99.83 | 99.83 | 99.92 | NA | NA | NA | … | … | 15.00 | 99.83 | 0.00 | 0.00 | 26.79 | 97.85 | 88.11 | 28.00 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.94 | 1.29 | 0.97 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 19.39 |
Data as of 06/11/2026, Common starting date is 06/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGLY (Agiliti Inc) |
-79.76%
Oct 2022 – Oct 2025 |
-75.33%
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 |
|---|---|---|---|---|
| AGLY (Agiliti Inc) |
63.39%
Jun 2021 – Jun 2024 |
6.45%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart