Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CREX (Creative Realities Inc) | 45.98% | 3.81% | 8.66% | 10.72% | NA | NA | NA | … | … |
Data as of 06/17/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CREX (Creative Realities Inc) | 09/03/2020 | 06/17/2026 |
| 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 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.60 | 3.81 | 8.66 | 10.72 | NA | NA | NA | … | … | 45.98 | 8.57 | 13.98 | 306.90 | -58.57 | 8.53 | 10.26 | -32.89 | -76.25 | 3.23 | 24.00 | -37.50 | -33.33 | -70.00 | -66.67 | -17.24 | -60.70 | 350.00 | -71.82 | -49.48 | 23.34 |
| Sharpe Ratio | NA | 0.00 | 0.07 | 0.07 | -0.46 | NA | NA | … | … | 1.82 | 0.07 | 0.11 | 1.44 | -0.86 | 0.07 | 0.39 | -0.63 | -0.65 | -0.14 | -0.07 | -0.28 | -0.55 | -0.69 | -0.96 | -0.50 | -1.04 | 3.50 | -0.83 | -1.06 | 4.69 |
| Standard Deviation(%) | NA | 60.75 | 78.25 | 119.03 | 133.07 | NA | NA | … | … | 57.00 | 80.08 | 70.74 | 213.24 | 69.68 | 120.56 | 89.79 | 89.63 | 149.66 | 111.31 | 147.43 | 197.43 | 94.92 | 128.32 | 89.31 | 71.70 | 76.49 | 94.72 | 109.78 | 67.97 | 177.43 |
| Draw Down(%) | NA | 38.15 | 74.45 | 78.24 | 99.71 | NA | NA | … | … | 17.76 | 56.31 | 46.31 | 69.70 | 62.50 | 61.74 | 23.73 | 56.85 | 79.17 | 59.30 | 56.00 | 68.33 | 72.86 | 91.36 | 70.98 | 37.65 | 70.81 | 35.63 | 94.27 | 73.81 | 30.22 |
| 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 | 0.00 |
Data as of 06/17/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREX (Creative Realities Inc) |
12.28%
May 2023 – May 2026 |
5.02%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CREX (Creative Realities Inc) |
76.78%
Jun 2022 – Jun 2025 |
24.74%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart