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
EMHI (East Morgan Holdings Inc) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 08/18/2021, Common starting date is 12/22/2009
More Performance Analytics Comparison
Name Start Date End Date
EMHI (East Morgan Holdings Inc) 12/22/2009 08/18/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 60.00 -16.67 -85.00 -20.00 0.00 21.95 -25.45 -82.81 220.00 -52.38 1,066.67 0.00
Sharpe Ratio NA NA NA NA NA NA NA NA 0.14 -0.06 -0.37 -0.48 0.00 0.14 -0.30 -0.39 1.26 -0.34 2.11 0.00
Standard Deviation(%) NA NA NA NA NA NA NA NA 431.18 296.63 233.82 43.41 NA 161.70 85.91 209.81 177.62 154.71 506.05 NA
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 90.48 92.31 88.00 32.20 0.00 71.43 61.90 86.49 60.00 70.00 98.45 0.00
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 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 08/18/2021, Common starting date is 12/22/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMHI (East Morgan Holdings Inc) -72.86%
May 2016 – May 2019
-58.87%
Jun 2014 – Jun 2019
-46.28%
Jan 2010 – Jan 2020
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EMHI (East Morgan Holdings Inc) 60.91%
Apr 2018 – Apr 2021
-8.97%
Feb 2012 – Feb 2017
-19.11%
Mar 2011 – Mar 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return