Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ENDI (Enterprise Diversified Inc) | -5.97% | 0.13% | 59.25% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/08/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ENDI (Enterprise Diversified Inc) | 08/08/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.10 | 0.13 | 59.25 | NA | NA | NA | NA | … | … | -5.97 | 48.73 | 184.33 | 7.20 | -24.24 |
| Sharpe Ratio | NA | -0.11 | 1.20 | NA | NA | NA | NA | … | … | -0.66 | 0.98 | 3.77 | 0.04 | -0.44 |
| Standard Deviation(%) | NA | 22.90 | 46.69 | NA | NA | NA | NA | … | … | 24.26 | 47.69 | 47.73 | 69.55 | 118.11 |
| Draw Down(%) | NA | 27.12 | 27.12 | NA | NA | NA | NA | … | … | 21.30 | 15.38 | 16.31 | 51.69 | 55.71 |
| 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 |
Data as of 06/05/2026, Common starting date is 08/08/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ENDI (Enterprise Diversified Inc) |
51.08%
Mar 2023 – Mar 2026 |
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 |
|---|---|---|---|---|
| ENDI (Enterprise Diversified Inc) |
71.00%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart