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
NCPLW (Netcapital Inc) NA -100.00% NA NA NA NA NA
Data as of 08/02/2024, Common starting date is 07/13/2022
More Performance Analytics Comparison
Name Start Date End Date
NCPLW (Netcapital Inc) 07/13/2022 08/02/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022
Annualized Return (%) -100.00 -100.00 NA NA NA NA NA -100.00 -93.29 -32.27
Sharpe Ratio NA -0.10 NA NA NA NA NA 0.30 -0.20 -0.23
Standard Deviation(%) NA 822.85 NA NA NA NA NA 1,416.61 477.47 255.37
Draw Down(%) NA 100.00 NA NA NA NA NA 100.00 98.02 76.05
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 08/02/2024, Common starting date is 07/13/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NCPLW (Netcapital Inc) 0.00%
NA
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
NCPLW (Netcapital Inc) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return