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
ZAAG (ZA Group Inc) NA NA -30.66% -49.68% 0.00% -43.68% -20.57%
Data as of 07/01/2025, Common starting date is 10/26/2004
More Performance Analytics Comparison
Name Start Date End Date
ZAAG (ZA Group Inc) 10/26/2004 07/01/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) NA NA -30.66 -49.68 0.00 -43.68 -20.57 0.00 0.00 0.00 -100.00 -95.76 135.71 -97.20 0.00 499,900.00 0.00 0.00 0.00 -80.00 0.00 -99.72 -64.00 11.11 1,400.00 -76.92 12,900.00 -98.57 -85.42
Sharpe Ratio NA NA NA NA NA NA NA NA NA NA NA -0.35 0.31 -0.25 0.00 36.13 NA 0.00 0.00 -0.11 0.00 -0.27 -0.02 0.02 0.59 -0.11 3.32 -0.07 -0.35
Standard Deviation(%) NA NA NA NA NA NA NA NA NA NA NA 276.06 435.84 390.74 646.16 1,090.27 NA NA 386.36 703.75 1,174.57 369.12 2,576.88 685.65 2,320.94 698.92 4,967.94 1,497.89 294.13
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 100.00 100.00 100.00 97.93 89.00 97.20 95.00 75.00 100.00 0.00 80.00 98.46 99.97 99.81 99.95 72.73 99.71 95.00 99.80 99.93 85.42
Yield(%) NA NA 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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 07/01/2025, Common starting date is 10/26/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZAAG (ZA Group Inc) -100.00%
Dec 2019 – Dec 2022
-100.00%
Dec 2017 – Dec 2022
-100.00%
Dec 2012 – Dec 2022
-100.00%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZAAG (ZA Group Inc) 1,675.81%
Apr 2006 – Apr 2009
378.18%
Mar 2014 – Mar 2019
151.19%
Jun 2008 – Jun 2018
0.00%
Jan 2008 – Jan 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return