Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROCLU (Roth CH Acquisition V Co Unit) | NA | 6.85% | 4.78% | NA | NA | NA | NA | … | … |
Data as of 12/06/2024, Common starting date is 12/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROCLU (Roth CH Acquisition V Co Unit) | 12/01/2021 | 12/06/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.30 | 6.85 | 4.78 | NA | NA | NA | NA | … | … | 8.76 | 4.63 | 1.91 | -0.60 |
| Sharpe Ratio | NA | 0.01 | 0.05 | NA | NA | NA | NA | … | … | 0.09 | 0.04 | 0.06 | -1.14 |
| Standard Deviation(%) | NA | 27.35 | 17.26 | NA | NA | NA | NA | … | … | 28.23 | 8.95 | 8.17 | 6.14 |
| Draw Down(%) | NA | 12.72 | 12.72 | NA | NA | NA | NA | … | … | 12.72 | 5.24 | 3.45 | 1.09 |
| Yield(%) | 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 12/06/2024, Common starting date is 12/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROCLU (Roth CH Acquisition V Co Unit) |
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 |
|---|---|---|---|---|
| ROCLU (Roth CH Acquisition V Co Unit) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart