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
LGMK (LogicMark, Inc.) NA -100.00% -100.00% -100.00% -100.00% NA NA
Data as of 06/03/2025, Common starting date is 08/19/2013
More Performance Analytics Comparison
Name Start Date End Date
LGMK (LogicMark, Inc.) 08/19/2013 06/03/2025
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
Annualized Return (%) -100.00 -100.00 -100.00 -100.00 -100.00 NA NA -100.00 56.60 -88.12 -85.42 -80.87 255.48 -33.81 -80.57 27.27 14.58 -89.09 -45.00 207.69
Sharpe Ratio NA -0.26 -0.39 -0.40 -0.44 NA NA -0.39 0.14 -0.69 -0.90 -0.52 1.74 -0.41 -0.86 0.21 0.09 -0.89 -0.41 12.86
Standard Deviation(%) NA 399.92 246.31 213.72 171.80 NA NA 265.07 361.66 134.37 96.39 154.12 145.28 86.49 95.18 125.56 154.41 99.67 108.82 155.71
Draw Down(%) NA 100.00 100.00 100.00 100.00 NA NA 100.00 93.28 89.89 90.44 92.84 59.29 75.00 83.60 64.17 79.84 95.21 72.94 44.07
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
Data as of 06/03/2025, Common starting date is 08/19/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGMK (LogicMark, Inc.) -92.73%
May 2022 – May 2025
-83.34%
May 2020 – May 2025
-73.34%
May 2015 – May 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LGMK (LogicMark, Inc.) -10.85%
Mar 2018 – Mar 2021
-7.79%
Dec 2015 – Dec 2020
-53.90%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return