Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPAZD (Epazz, Inc.) | NA | -90.00% | -78.69% | -64.73% | -79.22% | NA | NA | … | … |
Data as of 06/13/2025, Common starting date is 10/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPAZD (Epazz, Inc.) | 10/01/2014 | 06/13/2025 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -90.00 | -78.69 | -64.73 | -79.22 | NA | NA | … | … |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 06/13/2025, Common starting date is 10/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAZD (Epazz, Inc.) |
-96.48%
Nov 2014 – Nov 2017 |
-89.12%
Nov 2014 – Nov 2019 |
-82.31%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPAZD (Epazz, Inc.) |
78.03%
Sep 2017 – Sep 2020 |
-7.66%
Sep 2017 – Sep 2022 |
-74.31%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart