Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INVUP (Investview Inc) | NA | 305.64% | 25.83% | NA | NA | NA | NA | … | … |
Data as of 09/26/2025, Common starting date is 04/28/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INVUP (Investview Inc) | 04/28/2022 | 09/26/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.46 | 305.64 | 25.83 | NA | NA | NA | NA | … | … | 39.86 | 299.94 | -64.38 | 0.00 |
| Sharpe Ratio | NA | 5.79 | 0.40 | NA | NA | NA | NA | … | … | 1.33 | 6.99 | -0.87 | 0.00 |
| Standard Deviation(%) | NA | 52.25 | 55.68 | NA | NA | NA | NA | … | … | 41.42 | 42.41 | 78.54 | NA |
| Draw Down(%) | NA | 12.04 | 68.00 | NA | NA | NA | NA | … | … | 12.04 | 0.00 | 68.00 | 0.00 |
| Yield(%) | 0.00 | 40.63 | 8.67 | 5.20 | 2.60 | 1.73 | 1.30 | … | … | 8.55 | 50.78 | 3.25 | 0.00 |
Data as of 09/26/2025, Common starting date is 04/28/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INVUP (Investview Inc) |
25.40%
Jul 2022 – Jul 2025 |
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 |
|---|---|---|---|---|
| INVUP (Investview Inc) |
26.47%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart