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
RCON (Recon Technology, Ltd.) -64.56% -73.95% -57.31% -69.91% -39.83% -30.50% NA
Data as of 06/05/2026, Common starting date is 07/30/2009
More Performance Analytics Comparison
Name Start Date End Date
RCON (Recon Technology, Ltd.) 07/30/2009 06/05/2026
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 2011 2010 2009
Annualized Return (%) -5.08 -73.95 -57.31 -69.91 -39.83 -30.50 NA -64.56 -33.97 -45.41 -81.75 -3.82 -10.88 -36.09 -34.29 -46.15 0.00 -5.80 -29.95 -36.04 120.00 366.67 -93.55 -30.39 19.93
Sharpe Ratio NA -0.64 -0.61 -0.66 -0.38 NA NA -0.92 -0.33 -0.53 -0.64 -0.07 -0.08 -0.28 -0.54 -0.49 -0.01 -0.06 -0.26 -0.45 1.47 1.87 -0.56 -0.54 0.56
Standard Deviation(%) NA 119.56 100.07 109.14 109.21 NA NA 102.11 114.19 98.00 134.99 79.45 134.90 131.19 66.68 96.87 99.93 104.93 113.40 80.24 81.76 198.81 167.40 56.47 95.22
Draw Down(%) NA 87.56 92.59 99.77 99.79 NA NA 67.44 74.44 68.98 89.76 63.57 90.42 80.73 62.50 76.90 46.95 44.85 78.42 72.91 48.29 73.72 93.78 46.17 46.51
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 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 06/05/2026, Common starting date is 07/30/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCON (Recon Technology, Ltd.) -80.97%
May 2021 – May 2024
-69.34%
May 2021 – May 2026
-42.63%
Jun 2014 – Jun 2024
-33.52%
Mar 2011 – Mar 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
RCON (Recon Technology, Ltd.) 91.96%
Nov 2011 – Nov 2014
34.08%
Dec 2011 – Dec 2016
5.25%
May 2011 – May 2021
-26.08%
Jul 2010 – Jul 2025
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return