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
INLX (Intellinetics Inc) -26.44% -44.62% 17.05% 7.97% 21.18% NA NA
Data as of 06/18/2026, Common starting date is 02/23/2012
More Performance Analytics Comparison
Name Start Date End Date
INLX (Intellinetics Inc) 02/23/2012 06/18/2026
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
Annualized Return (%) 6.73 -44.62 17.05 7.97 21.18 NA NA -26.44 -40.80 178.06 18.50 -43.52 60.51 34.57 -30.00 -44.44 -80.00 0.00 200.00 -14.29 -85.71 -73.08
Sharpe Ratio NA -1.11 0.20 0.10 0.12 NA NA -1.36 -0.75 1.99 0.30 -0.45 0.69 0.06 -0.23 -0.40 -0.52 0.00 1.99 -0.05 -0.63 -0.58
Standard Deviation(%) NA 51.44 66.69 77.37 152.26 NA NA 44.53 59.14 87.24 47.34 99.50 87.67 542.07 139.25 113.51 155.24 66.26 100.60 313.03 135.06 135.25
Draw Down(%) NA 61.43 64.94 64.94 96.33 NA NA 35.79 47.66 41.78 28.23 58.42 38.80 98.55 61.54 60.00 87.63 54.62 41.84 94.29 88.57 86.34
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
Data as of 06/18/2026, Common starting date is 02/23/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
INLX (Intellinetics Inc) -66.54%
Mar 2012 – Mar 2015
-47.95%
Aug 2012 – Aug 2017
-9.95%
Jul 2012 – Jul 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
INLX (Intellinetics Inc) 322.84%
Dec 2018 – Dec 2021
200.00%
Nov 2019 – Nov 2024
50.17%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return