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
AUGX (Augmedix Inc) NA -55.32% -24.68% NA NA NA NA
Data as of 10/02/2024, Common starting date is 03/31/2021
More Performance Analytics Comparison
Name Start Date End Date
AUGX (Augmedix Inc) 03/31/2021 10/02/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021
Annualized Return (%) 0.43 -55.32 -24.68 NA NA NA NA -59.83 275.00 -50.48 -37.00
Sharpe Ratio NA -0.48 -0.28 NA NA NA NA -0.54 2.68 -0.61 -0.25
Standard Deviation(%) NA 129.21 110.10 NA NA NA NA 142.53 102.67 84.68 184.28
Draw Down(%) NA 87.35 87.50 NA NA NA NA 87.18 25.68 67.76 73.33
Yield(%) 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 10/02/2024, Common starting date is 03/31/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUGX (Augmedix Inc) -46.82%
Jun 2021 – Jun 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AUGX (Augmedix Inc) -16.60%
Aug 2021 – Aug 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return