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
BRZLD (Adapti, Inc.) NA 498,471.43% 940.29% 248.39% 30.16% NA NA
Data as of 09/05/2025, Common starting date is 01/07/2013
More Performance Analytics Comparison
Name Start Date End Date
BRZLD (Adapti, Inc.) 01/07/2013 09/05/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 498,471.43 940.29 248.39 30.16 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/05/2025, Common starting date is 01/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRZLD (Adapti, Inc.) -77.43%
Aug 2015 – Aug 2018
-53.91%
Jan 2016 – Jan 2021
-6.70%
Jun 2014 – Jun 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BRZLD (Adapti, Inc.) 1,042.50%
May 2022 – May 2025
214.97%
Aug 2020 – Aug 2025
92.15%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return