Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
ISVG (Integrated Services Group Inc) NA 0.00% NA NA 29.24% 10.27% -10.13%
Data as of 08/28/2023, Common starting date is 06/21/2001
More Performance Analytics Comparison
Name Start Date End Date
ISVG (Integrated Services Group Inc) 06/21/2001 08/28/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 0.00 0.00 NA NA 29.24 10.27 -10.13 0.00 0.00 0.00 0.00 0.00 0.00 -100.00 0.00 -100.00 -92.31 233.33 -70.00 25.00 166.67 -25.00 100.00 -60.00 -93.75 300.00 -85.71 0.00
Sharpe Ratio NA 0.00 NA NA NA NA NA 0.00 1.00 NA 1.00 1.00 NA NA 1.00 NA NA 0.30 -0.09 0.03 0.22 -0.04 0.14 -0.13 -0.28 0.36 -0.18 NA
Standard Deviation(%) NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA 0.00 0.00 789.75 797.70 784.79 747.34 713.23 715.16 489.79 333.03 825.19 482.17 NA
Draw Down(%) NA 0.00 100.00 100.00 100.00 NA NA 0.00 0.00 100.00 NA NA 100.00 100.00 0.00 100.00 92.31 75.00 84.62 90.00 83.33 86.67 85.00 88.89 95.00 99.00 94.29 100.00
Yield(%) 0.00 0.00 NA NA 0.00 0.00 0.00 0.00 NA 0.00 NA NA NA 0.00 NA NA 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 NA
Data as of 08/28/2023, Common starting date is 06/21/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISVG (Integrated Services Group Inc) -100.00%
Dec 2012 – Dec 2015
-100.00%
Dec 2010 – Dec 2015
-100.00%
Dec 2005 – Dec 2015
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ISVG (Integrated Services Group Inc) 162.07%
Feb 2018 – Feb 2021
76.23%
Apr 2006 – Apr 2011
4.97%
Jul 2013 – Jul 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return