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
USBK (U.S.A Bank) NA -100.00% -100.00% -100.00% NA NA NA
Data as of 05/17/2021, Common starting date is 06/19/2012
More Performance Analytics Comparison
Name Start Date End Date
USBK (U.S.A Bank) 06/19/2012 05/17/2021
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 NA NA NA -100.00 525.00 -82.02 270.83 20.00 33.33 -44.44 -12.90 181.82 -45.00
Sharpe Ratio NA -0.03 0.03 0.05 NA NA NA -0.18 0.70 -0.19 0.63 0.06 0.08 -0.17 -0.02 0.38 -0.69
Standard Deviation(%) NA 796.40 582.44 509.66 NA NA NA 525.82 747.39 437.67 430.00 341.67 408.06 260.11 607.02 472.75 97.90
Draw Down(%) NA 100.00 100.00 100.00 NA NA NA 100.00 98.00 93.26 96.00 77.00 93.94 70.00 99.00 95.00 50.00
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
Data as of 05/17/2021, Common starting date is 06/19/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USBK (U.S.A Bank) -48.91%
Sep 2015 – Sep 2018
-47.47%
Sep 2013 – Sep 2018
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
USBK (U.S.A Bank) 85.25%
Jul 2016 – Jul 2019
50.39%
Apr 2016 – Apr 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return