Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MFON (Mobivity Holdings) | -75.00% | -83.33% | -61.56% | -50.43% | -25.10% | -30.34% | NA | … | … |
Data as of 06/17/2026, Common starting date is 03/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MFON (Mobivity Holdings) | 03/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -28.57 | -83.33 | -61.56 | -50.43 | -25.10 | -30.34 | NA | … | … | -75.00 | -53.66 | -31.71 | -70.50 | -9.74 | -16.76 | 85.00 | -15.97 | -0.83 | 41.18 | 7.59 | -33.61 | -37.04 | 21.15 | -82.89 | -53.23 |
| Sharpe Ratio | NA | -0.54 | -0.38 | -0.37 | -0.23 | NA | NA | … | … | -0.48 | -0.57 | -0.19 | -0.70 | -0.14 | -0.27 | 1.10 | -0.27 | -0.03 | 0.52 | 0.08 | -0.42 | -0.30 | 0.15 | -0.66 | -0.68 |
| Standard Deviation(%) | NA | 147.13 | 163.77 | 134.21 | 108.47 | NA | NA | … | … | 192.37 | 100.67 | 207.96 | 107.22 | 77.58 | 61.39 | 76.56 | 65.05 | 76.95 | 78.22 | 89.09 | 80.23 | 123.58 | 137.63 | 125.30 | 92.67 |
| Draw Down(%) | NA | 91.43 | 96.94 | 98.31 | 98.62 | NA | NA | … | … | 85.00 | 66.67 | 85.48 | 78.42 | 53.25 | 38.25 | 49.55 | 34.17 | 42.86 | 32.58 | 36.00 | 72.48 | 54.50 | 59.52 | 85.53 | 64.71 |
| 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 |
Data as of 06/17/2026, Common starting date is 03/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFON (Mobivity Holdings) |
-66.46%
Mar 2023 – Mar 2026 |
-54.27%
Mar 2021 – Mar 2026 |
-24.89%
Mar 2016 – Mar 2026 |
-29.87%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MFON (Mobivity Holdings) |
51.83%
Oct 2015 – Oct 2018 |
26.17%
Feb 2016 – Feb 2021 |
-1.15%
Dec 2012 – Dec 2022 |
-29.15%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart