Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UNRVD (Blum Holdings Inc) | NA | 4,523.66% | 30.05% | -4.29% | -22.10% | NA | NA | … | … |
Data as of 03/07/2024, Common starting date is 04/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UNRVD (Blum Holdings Inc) | 04/20/2012 | 03/07/2024 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4,523.66 | 30.05 | -4.29 | -22.10 | NA | NA | … | … |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | … | … |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | … | … |
| Draw Down(%) | NA | NA | NA | NA | NA | NA | … | … |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … |
Data as of 03/07/2024, Common starting date is 04/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNRVD (Blum Holdings Inc) |
-73.12%
Mar 2017 – Mar 2020 |
-70.05%
Dec 2017 – Dec 2022 |
-46.44%
Dec 2012 – Dec 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UNRVD (Blum Holdings Inc) |
100.61%
Oct 2013 – Oct 2016 |
14.03%
May 2013 – May 2018 |
-18.89%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart