Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EPLYF (EPS Holdings Inc) | NA | 0.00% | 7.10% | -0.69% | NA | NA | NA | … | … |
Data as of 12/15/2022, Common starting date is 01/27/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EPLYF (EPS Holdings Inc) | 01/27/2015 | 12/15/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 7.10 | -0.69 | NA | NA | NA | … | … | 0.00 | 72.76 | -28.90 | -30.45 | -12.48 | 91.06 | 3.92 | 10.57 |
| Sharpe Ratio | NA | 0.00 | 0.26 | -0.06 | NA | NA | NA | … | … | 0.00 | 2.92 | -1.21 | -1.01 | -0.90 | 2.47 | 0.21 | 0.39 |
| Standard Deviation(%) | NA | 1.17 | 25.24 | 27.62 | NA | NA | NA | … | … | NA | 45.03 | 24.02 | 31.66 | 15.32 | 36.79 | 17.75 | 28.98 |
| Draw Down(%) | NA | 0.00 | 31.31 | 58.79 | NA | NA | NA | … | … | 0.00 | 17.64 | 31.31 | 35.27 | 14.10 | 0.00 | 13.30 | 13.13 |
| Yield(%) | 0.00 | 0.00 | 56.82 | 89.79 | 123.60 | 82.40 | 61.80 | … | … | 0.00 | 132.49 | 76.26 | 146.75 | 115.21 | 192.81 | 63.75 | 181.27 |
Data as of 12/15/2022, Common starting date is 01/27/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLYF (EPS Holdings Inc) |
-24.36%
Dec 2017 – Dec 2020 |
-5.16%
Aug 2015 – Aug 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EPLYF (EPS Holdings Inc) |
30.60%
Feb 2015 – Feb 2018 |
7.39%
Dec 2016 – Dec 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart