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
JZZID (Ideal Group of Companies Inc) NA -99.97% -98.24% -93.46% -76.92% NA NA
Data as of 04/02/2024, Common starting date is 09/08/2009
More Performance Analytics Comparison
Name Start Date End Date
JZZID (Ideal Group of Companies Inc) 09/08/2009 04/02/2024
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) -99.97 -98.24 -93.46 -76.92 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 04/02/2024, Common starting date is 09/08/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JZZID (Ideal Group of Companies Inc) -100.00%
Dec 2020 – Dec 2023
-100.00%
Dec 2018 – Dec 2023
-100.00%
Dec 2013 – Dec 2023
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
JZZID (Ideal Group of Companies Inc) 115.44%
Aug 2016 – Aug 2019
55.18%
Mar 2015 – Mar 2020
14.13%
Jan 2010 – Jan 2020
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return