Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SURG (SurgePays, Inc.) | -71.86% | -83.27% | -60.98% | 25.66% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 01/18/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SURG (SurgePays, Inc.) | 01/18/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -20.34 | -83.27 | -60.98 | 25.66 | NA | NA | NA | … | … | -71.86 | -5.62 | -71.63 | -1.68 | 224.75 | 1,611.86 | -60.67 | -21.05 | -65.92 |
| Sharpe Ratio | NA | -0.84 | -0.65 | 0.12 | NA | NA | NA | … | … | -0.75 | -0.08 | -0.83 | -0.09 | 2.73 | 4.32 | -0.52 | -0.22 | -0.64 |
| Standard Deviation(%) | NA | 102.38 | 99.09 | 182.16 | NA | NA | NA | … | … | 129.72 | 103.65 | 95.13 | 68.45 | 82.47 | 373.44 | 116.42 | 101.93 | 108.57 |
| Draw Down(%) | NA | 86.30 | 94.76 | 94.76 | NA | NA | NA | … | … | 76.96 | 57.14 | 84.62 | 47.44 | 39.60 | 80.43 | 80.00 | 69.85 | 80.63 |
| 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 |
Data as of 06/05/2026, Common starting date is 01/18/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURG (SurgePays, Inc.) |
-55.86%
May 2023 – May 2026 |
21.67%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SURG (SurgePays, Inc.) |
295.68%
Jan 2021 – Jan 2024 |
98.81%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart