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
NOWVF (NowVertical Group Inc) -40.00% -70.73% -12.64% NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/19/2021
More Performance Analytics Comparison
Name Start Date End Date
NOWVF (NowVertical Group Inc) 11/19/2021 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
Annualized Return (%) 0.00 -70.73 -12.64 NA NA NA NA -40.00 -28.00 -7.14 -6.67 -68.60 -0.49
Sharpe Ratio NA -0.94 -0.20 NA NA NA NA -1.08 -0.33 -0.10 -0.08 -0.84 -0.05
Standard Deviation(%) NA 77.22 104.39 NA NA NA NA 67.10 94.04 135.75 143.01 83.06 85.26
Draw Down(%) NA 75.51 84.62 NA NA NA NA 47.83 65.31 84.62 73.20 69.43 28.13
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 11/19/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NOWVF (NowVertical Group Inc) -36.04%
Dec 2021 – Dec 2024
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
NOWVF (NowVertical Group Inc) 12.37%
Jun 2022 – Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return