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
SGMDD (Sugarmade Inc.) NA -100.00% -100.00% -100.00% -100.00% -100.00% -100.00%
Data as of 12/18/2023, Common starting date is 10/31/1994
More Performance Analytics Comparison
Name Start Date End Date
SGMDD (Sugarmade Inc.) 10/31/1994 12/18/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -100.00 -80.00 -23.08 -88.98 -87.62 -66.56 393.93 -42.30 127.27 -37.14 -90.00 -83.53 183.33 900.00 -44.44 -68.24 1,033.33 1,400.00 -33.33 -70.00 0.00 -66.67 -97.60 -97.73 137.79 -2.61 -32.14 55.56 -45.45 0.00
Sharpe Ratio NA 5.39 0.14 -0.08 -0.04 NA NA 6.36 -0.26 -0.13 -0.63 -0.68 -0.47 2.67 -0.13 0.22 -0.08 -0.28 -0.31 0.70 2.82 -0.08 -0.13 4.58 2.72 -0.13 -0.23 -0.01 -0.23 -0.37 -0.52 0.80 -0.05 -0.25 0.38 -0.55 -0.05
Standard Deviation(%) NA 907.99 561.83 443.45 413.96 NA NA 922.96 318.44 177.84 140.50 130.87 144.09 148.70 321.93 579.63 488.93 319.31 270.91 260.02 319.31 589.36 527.37 227.18 518.80 267.11 306.94 98.22 297.30 269.68 194.24 167.51 108.29 141.26 134.65 90.19 77.12
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 81.82 93.06 88.98 90.34 79.08 82.73 84.85 89.60 93.75 92.22 92.94 83.33 83.33 98.04 98.00 73.68 95.00 88.89 85.00 50.00 87.50 99.66 99.32 57.35 63.70 82.13 50.91 51.35 21.43
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 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 12/18/2023, Common starting date is 10/31/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGMDD (Sugarmade Inc.) -95.54%
Jan 2000 – Jan 2003
-87.15%
Feb 2000 – Feb 2005
-61.44%
Dec 1994 – Dec 2004
-43.92%
Apr 1999 – Apr 2014
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SGMDD (Sugarmade Inc.) 400.00%
Jun 2009 – Jun 2012
320.20%
Apr 2006 – Apr 2011
49.74%
Dec 2001 – Dec 2011
17.61%
Dec 2002 – Dec 2017
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return