Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMPQ (Simply Inc) | NA | -94.00% | -94.05% | -90.01% | -73.77% | -55.80% | NA | … | … |
Data as of 11/24/2023, Common starting date is 06/17/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMPQ (Simply Inc) | 06/17/2004 | 11/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -85.00 | -94.00 | -94.05 | -90.01 | -73.77 | -55.80 | NA | … | … | -85.71 | -99.91 | -12.73 | 264.24 | -96.11 | -73.00 | -24.36 | -75.95 | 44.95 | -28.76 | 135.38 | 4.84 | -19.48 | -25.24 | 312.00 | -82.52 | -70.88 | -39.53 | 353.63 | -38.80 |
| Sharpe Ratio | NA | -0.17 | -0.17 | -0.20 | -0.23 | NA | NA | … | … | -0.15 | -0.13 | -0.13 | 1.52 | -0.60 | -0.52 | -0.23 | -0.89 | 0.40 | -0.27 | 1.24 | 0.05 | -0.27 | -0.30 | 2.07 | -0.76 | -1.01 | -0.37 | 3.88 | -0.72 |
| Standard Deviation(%) | NA | 592.99 | 571.44 | 454.38 | 330.81 | NA | NA | … | … | 617.12 | 797.59 | 100.02 | 172.81 | 163.77 | 143.97 | 111.36 | 85.72 | 113.19 | 106.77 | 108.93 | 91.63 | 73.08 | 85.05 | 150.85 | 109.67 | 73.52 | 116.17 | 90.48 | 84.63 |
| Draw Down(%) | NA | 97.14 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 97.14 | 99.99 | 65.38 | 60.65 | 99.03 | 93.84 | 61.87 | 81.26 | 64.15 | 76.06 | 45.61 | 64.29 | 55.94 | 62.76 | 70.24 | 88.59 | 76.12 | 77.04 | 35.33 | 48.89 |
| 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 | 0.00 | 0.00 |
Data as of 11/24/2023, Common starting date is 06/17/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMPQ (Simply Inc) |
-93.87%
Jul 2020 – Jul 2023 |
-91.50%
Sep 2018 – Sep 2023 |
-73.17%
Jul 2013 – Jul 2023 |
-58.92%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMPQ (Simply Inc) |
70.17%
Feb 2009 – Feb 2012 |
81.03%
Mar 2009 – Mar 2014 |
6.59%
Apr 2005 – Apr 2015 |
-19.61%
Jul 2004 – Jul 2019 |
Annualized Rolling Returns Comparison Chart