Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ERSX (ERShares NextGen Entrepreneurs ETF) | NA | -10.62% | -15.88% | -3.31% | NA | NA | NA | … | … |
Data as of 03/05/2024, Common starting date is 12/28/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ERSX (ERShares NextGen Entrepreneurs ETF) | 12/28/2018 | 03/05/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -10.62 | -15.88 | -3.31 | NA | NA | NA | … | … | -9.59 | 4.55 | -32.41 | -4.20 | 34.61 | 15.18 | 0.75 |
| Sharpe Ratio | NA | -0.84 | -0.81 | -0.20 | NA | NA | NA | … | … | -2.09 | 0.02 | -1.27 | -0.18 | 0.97 | 1.09 | NA |
| Standard Deviation(%) | NA | 17.79 | 22.09 | 24.53 | NA | NA | NA | … | … | 22.70 | 16.74 | 26.72 | 23.45 | 35.26 | 12.69 | 0.00 |
| Draw Down(%) | NA | 19.50 | 46.36 | 53.16 | NA | NA | NA | … | … | 9.79 | 20.95 | 39.69 | 27.60 | 42.07 | 9.81 | 0.00 |
| Yield(%) | 0.00 | 1.54 | 5.84 | 5.32 | 3.01 | 2.01 | 1.50 | … | … | 1.25 | 0.35 | 0.00 | 16.95 | 0.65 | 1.75 | 0.00 |
Data as of 03/05/2024, Common starting date is 12/28/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSX (ERShares NextGen Entrepreneurs ETF) |
-17.31%
Feb 2021 – Feb 2024 |
-3.25%
Feb 2019 – Feb 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ERSX (ERShares NextGen Entrepreneurs ETF) |
9.50%
Mar 2020 – Mar 2023 |
-1.60%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart