Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CELV (Preferred Commerce Inc) | -38.46% | -91.01% | 16.19% | -16.74% | -24.62% | -20.18% | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/04/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CELV (Preferred Commerce Inc) | 02/04/2009 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -91.01 | 16.19 | -16.74 | -24.62 | -20.18 | NA | … | … | -38.46 | -97.33 | 7,400.00 | -36.51 | 384.62 | -85.56 | -34.78 | 263.16 | -65.45 | -77.08 | -64.44 | -66.25 | 400.63 | 240.00 | -88.89 | -70.00 | 20.00 | -91.07 |
| Sharpe Ratio | NA | -0.37 | 0.05 | -0.05 | -0.08 | NA | NA | … | … | -0.35 | -0.39 | 26.02 | -0.29 | 1.26 | -0.12 | -0.12 | 1.01 | -0.25 | -0.48 | -0.34 | -0.29 | 1.47 | 0.18 | -0.21 | -0.23 | 0.04 | -0.25 |
| Standard Deviation(%) | NA | 250.11 | 249.73 | 383.13 | 328.45 | NA | NA | … | … | 198.75 | 256.16 | 284.28 | 138.90 | 307.27 | 716.05 | 285.12 | 259.67 | 269.05 | 163.94 | 189.76 | 231.71 | 270.10 | 1,349.84 | 428.57 | 298.80 | 476.76 | 369.27 |
| Draw Down(%) | NA | 94.38 | 98.67 | 99.04 | 99.85 | NA | NA | … | … | 61.54 | 97.86 | 80.00 | 67.00 | 73.53 | 99.52 | 86.08 | 89.17 | 83.33 | 79.17 | 88.89 | 87.78 | 61.54 | 93.40 | 88.89 | 73.33 | 71.43 | 94.32 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/08/2026, Common starting date is 02/04/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELV (Preferred Commerce Inc) |
-79.13%
Dec 2009 – Dec 2012 |
-59.30%
Mar 2014 – Mar 2019 |
-46.74%
Dec 2009 – Dec 2019 |
-31.83%
Sep 2009 – Sep 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CELV (Preferred Commerce Inc) |
513.37%
Dec 2021 – Dec 2024 |
85.12%
Dec 2019 – Dec 2024 |
-2.84%
Dec 2014 – Dec 2024 |
-16.16%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart