Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MONTF (Montfort Capital Corp.) | NA | -100.00% | -100.00% | -100.00% | NA | NA | NA | … | … |
Data as of 06/23/2025, Common starting date is 06/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MONTF (Montfort Capital Corp.) | 06/19/2018 | 06/23/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | NA | NA | NA | … | … | -100.00 | 4.17 | -66.67 | 52.38 | 123.22 | -0.21 | 8.79 | 0.00 |
| Sharpe Ratio | NA | -0.14 | -0.14 | -0.02 | NA | NA | NA | … | … | -0.15 | -0.02 | -0.63 | 0.63 | 1.47 | -0.01 | 0.18 | 0.00 |
| Standard Deviation(%) | NA | 192.35 | 148.46 | 123.24 | NA | NA | NA | … | … | 278.41 | 111.44 | 113.90 | 81.08 | 83.66 | 40.25 | 40.16 | NA |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | NA | NA | NA | … | … | 100.00 | 53.33 | 72.33 | 35.13 | 36.52 | 20.82 | 25.25 | 0.00 |
| Yield(%) | 0.00 | 11.08 | 5.41 | 11.99 | 6.28 | 4.19 | 3.14 | … | … | 0.00 | 12.00 | 0.00 | 18.67 | 10.10 | 0.00 | 0.00 | 0.00 |
Data as of 06/23/2025, Common starting date is 06/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONTF (Montfort Capital Corp.) |
-55.37%
Mar 2022 – Mar 2025 |
-26.10%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MONTF (Montfort Capital Corp.) |
58.30%
Nov 2019 – Nov 2022 |
12.26%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart