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
VINE (Fresh Grapes LLC) NA -40.00% -49.23% NA NA NA NA
Data as of 05/23/2025, Common starting date is 12/14/2021
More Performance Analytics Comparison
Name Start Date End Date
VINE (Fresh Grapes LLC) 12/14/2021 05/23/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021
Annualized Return (%) 2.63 -40.00 -49.23 NA NA NA NA -32.76 -38.46 -7.05 -80.80 -27.66
Sharpe Ratio NA -0.34 -0.40 NA NA NA NA -0.68 -0.37 -0.07 -0.79 -0.86
Standard Deviation(%) NA 126.73 132.60 NA NA NA NA 97.87 122.34 171.51 104.36 115.97
Draw Down(%) NA 66.04 93.49 NA NA NA NA 56.10 72.16 87.44 85.97 28.67
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
Data as of 05/23/2025, Common starting date is 12/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
VINE (Fresh Grapes LLC) -49.69%
Feb 2022 – Feb 2025
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
VINE (Fresh Grapes LLC) -46.26%
Mar 2022 – Mar 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return