Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VIRDY | NA | 118.13% | 24.20% | 5.11% | -20.31% | -29.43% | -22.59% | … | … |
Data as of 06/08/2026, Common starting date is 12/28/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRDY | 12/28/2000 | 06/08/2026 |
| 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | |
|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 118.13 | 24.20 | 5.11 | -20.31 | -29.43 | -22.59 | … | … |
| 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 | 0.01 | 0.00 | 0.00 | … | … |
Data as of 06/08/2026, Common starting date is 12/28/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRDY (VIRDY) |
-73.10%
Jun 2014 – Jun 2017 |
-60.90%
Dec 2012 – Dec 2017 |
-44.54%
Jul 2011 – Jul 2021 |
-35.38%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRDY (VIRDY) |
111.96%
Mar 2003 – Mar 2006 |
78.92%
Oct 2002 – Oct 2007 |
26.13%
Jan 2003 – Jan 2013 |
-8.83%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart