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
EBIXQ (Ebix Inc) NA -99.96% -93.34% -82.07% -51.46% -37.19% -22.18%
Data as of 07/08/2024, Common starting date is 03/21/1990
More Performance Analytics Comparison
Name Start Date End Date
EBIXQ (Ebix Inc) 03/21/1990 07/08/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.96 -93.34 -82.07 -51.46 -37.19 -22.18
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 0.48 0.41 1.90 1.87 9.98
Data as of 07/08/2024, Common starting date is 03/21/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBIXQ (Ebix Inc) -86.07%
Jun 2021 – Jun 2024
-71.55%
Jun 2019 – Jun 2024
-39.30%
Jun 2014 – Jun 2024
-26.66%
Jun 2009 – Jun 2024
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EBIXQ (Ebix Inc) 105.74%
Oct 2006 – Oct 2009
96.60%
Apr 2003 – Apr 2008
53.59%
Oct 2002 – Oct 2012
45.94%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return