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
EDIARX NA 80,482.68% 813.37% NA NA NA NA
Data as of 07/09/2024, Common starting date is 10/10/2019
More Performance Analytics Comparison
Name Start Date End Date
EDIARX 10/10/2019 07/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019
Annualized Return (%) 68,948.03 80,482.68 813.37 NA NA NA NA 76,487.25 13.48 -15.48 -27.59 35.97 13.35
Sharpe Ratio NA 122.99 2.08 NA NA NA NA 42,547.16 0.70 -0.70 -0.54 1.04 6.61
Standard Deviation(%) NA 658.24 390.46 NA NA NA NA 916.13 13.26 24.06 51.23 34.37 11.30
Draw Down(%) NA 13.23 23.23 NA NA NA NA 5.73 13.23 22.53 40.36 32.41 2.87
Yield(%) 0.00 5.39 3.62 2.34 1.17 0.78 0.58 112.00 7.34 2.04 0.00 0.00 0.00
Data as of 07/09/2024, Common starting date is 10/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EDIARX (EDIARX) -12.12%
Oct 2020 – Oct 2023
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
EDIARX (EDIARX) 5.59%
Mar 2021 – Mar 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return