Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRDX (Trend Exploration I) | -50.00% | -50.00% | -20.63% | -35.56% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 01/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRDX (Trend Exploration I) | 01/11/2021 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -33.33 | -50.00 | -20.63 | -35.56 | NA | NA | NA | … | … | -50.00 | -50.00 | 350.00 | -71.43 | -56.25 | -46.67 |
| Sharpe Ratio | NA | -0.17 | -0.04 | -0.11 | NA | NA | NA | … | … | -0.51 | -0.25 | 0.96 | -0.26 | -0.16 | -0.24 |
| Standard Deviation(%) | NA | 162.40 | 282.77 | 291.58 | NA | NA | NA | … | … | 101.46 | 211.29 | 361.57 | 286.82 | 371.85 | 201.78 |
| Draw Down(%) | NA | 50.00 | 85.71 | 96.55 | NA | NA | NA | … | … | 50.00 | 85.71 | 75.00 | 77.78 | 84.21 | 73.21 |
| 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 |
Data as of 06/09/2026, Common starting date is 01/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRDX (Trend Exploration I) |
-64.84%
Sep 2021 – Sep 2024 |
-38.10%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRDX (Trend Exploration I) |
0.00%
Aug 2022 – Aug 2025 |
-25.42%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart