Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELA (Envela Corporation) | 88.94% | 319.93% | 49.21% | 36.27% | 0.16% | 2.02% | NA | … | … |
Data as of 06/10/2026, Common starting date is 11/24/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELA (Envela Corporation) | 11/24/2010 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.77 | 319.93 | 49.21 | 36.27 | 0.16 | 2.02 | NA | … | … | 88.94 | 74.09 | 47.12 | -7.60 | 29.24 | -21.73 | -79.20 | -0.39 | 5.27 | -9.56 | -2.06 | 9.80 | 0.90 |
| Sharpe Ratio | NA | 4.58 | 0.77 | 0.61 | -0.02 | NA | NA | … | … | 3.26 | 1.38 | 0.99 | -0.21 | 0.54 | -0.39 | -0.09 | -3.65 | -1.84 | -2.31 | -2.24 | -0.78 | -6.49 |
| Standard Deviation(%) | NA | 68.68 | 57.94 | 54.28 | 98.79 | NA | NA | … | … | 83.18 | 52.88 | 41.51 | 58.08 | 51.48 | 56.13 | 358.99 | 5.19 | 7.21 | 12.18 | 9.27 | 11.22 | 6.79 |
| Draw Down(%) | NA | 21.77 | 59.24 | 61.53 | 88.34 | NA | NA | … | … | 21.77 | 29.28 | 14.26 | 59.75 | 46.24 | 45.64 | 88.08 | 3.74 | 4.24 | 14.88 | 7.26 | 7.87 | 2.47 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.29 | 2.13 | 1.74 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.75 | 6.08 | 5.54 | 5.41 | 6.35 | 0.00 |
Data as of 06/10/2026, Common starting date is 11/24/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELA (Envela Corporation) |
-44.60%
Jan 2019 – Jan 2022 |
-29.77%
Oct 2018 – Oct 2023 |
-12.25%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELA (Envela Corporation) |
52.42%
May 2023 – May 2026 |
42.85%
May 2021 – May 2026 |
1.62%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart