Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITEX (ITEX Corp) | 3.33% | -26.58% | 1.73% | 1.49% | 5.04% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/19/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITEX (ITEX Corp) | 01/19/2012 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.96 | -26.58 | 1.73 | 1.49 | 5.04 | NA | NA | … | … | 3.33 | -34.12 | 10.20 | 39.99 | -4.52 | 21.23 | 2.30 | -4.30 | 34.32 | -4.56 | 20.88 | 11.35 | -22.67 | 27.18 | 1.69 |
| Sharpe Ratio | NA | -0.31 | 0.08 | 0.06 | 0.13 | NA | NA | … | … | 1.34 | -0.77 | 0.11 | 0.78 | -0.42 | 0.35 | 0.04 | -0.36 | 0.79 | -0.17 | 0.51 | 0.20 | -0.48 | 1.15 | 0.04 |
| Standard Deviation(%) | NA | 51.11 | 51.38 | 42.87 | 42.95 | NA | NA | … | … | 41.73 | 48.68 | 58.18 | 46.95 | 14.18 | 60.08 | 51.83 | 15.99 | 38.51 | 32.09 | 40.64 | 55.28 | 47.63 | 23.59 | 39.63 |
| Draw Down(%) | NA | 38.54 | 49.60 | 49.60 | 49.60 | NA | NA | … | … | 13.59 | 41.38 | 20.48 | 19.28 | 16.57 | 33.03 | 30.09 | 12.13 | 19.75 | 16.29 | 21.27 | 29.20 | 43.27 | 8.77 | 27.32 |
| Yield(%) | 0.00 | 0.00 | 16.67 | 10.95 | 9.28 | 7.73 | 5.80 | … | … | 0.00 | 8.89 | 20.08 | 14.96 | 4.52 | 5.25 | 5.09 | 4.65 | 5.26 | 2.78 | 6.45 | 6.67 | 5.09 | 5.71 | 4.57 |
Data as of 06/09/2026, Common starting date is 01/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEX (ITEX Corp) |
-3.84%
Feb 2014 – Feb 2017 |
2.25%
May 2018 – May 2023 |
4.21%
Feb 2014 – Feb 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITEX (ITEX Corp) |
18.67%
Sep 2015 – Sep 2018 |
16.82%
Mar 2020 – Mar 2025 |
13.03%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart