Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CURZ (Curzio Research LLC) | -4.85% | -67.33% | -21.16% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 02/07/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CURZ (Curzio Research LLC) | 02/07/2022 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -67.33 | -21.16 | NA | NA | NA | NA | … | … | -4.85 | -0.50 | 100.00 | -73.33 | -58.79 |
| Sharpe Ratio | NA | -0.65 | -0.11 | NA | NA | NA | NA | … | … | -0.37 | -0.03 | 0.28 | -0.43 | -0.82 |
| Standard Deviation(%) | NA | 96.90 | 229.52 | NA | NA | NA | NA | … | … | 36.09 | 113.18 | 337.40 | 179.83 | 78.85 |
| Draw Down(%) | NA | 74.29 | 87.20 | NA | NA | NA | NA | … | … | 12.62 | 65.82 | 87.20 | 78.21 | 71.05 |
| 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 06/08/2026, Common starting date is 02/07/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CURZ (Curzio Research LLC) |
-37.86%
Jan 2023 – Jan 2026 |
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 |
|---|---|---|---|---|
| CURZ (Curzio Research LLC) |
-16.35%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart