Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHFS (SHF Holdings Inc) | -76.42% | -88.94% | -72.20% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 08/20/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHFS (SHF Holdings Inc) | 08/20/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.17 | -88.94 | -72.20 | NA | NA | NA | NA | … | … | -76.42 | -86.11 | -68.31 | -20.00 | -82.37 | 1.92 |
| Sharpe Ratio | NA | -0.56 | -0.59 | NA | NA | NA | NA | … | … | -0.71 | -0.53 | -0.84 | -0.25 | -0.70 | 1.14 |
| Standard Deviation(%) | NA | 162.60 | 126.57 | NA | NA | NA | NA | … | … | 137.65 | 169.04 | 85.78 | 94.01 | 120.24 | 4.68 |
| Draw Down(%) | NA | 96.76 | 99.17 | NA | NA | NA | NA | … | … | 80.80 | 87.80 | 78.47 | 80.85 | 84.46 | 1.24 |
| 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 06/18/2026, Common starting date is 08/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHFS (SHF Holdings Inc) |
-78.29%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHFS (SHF Holdings Inc) |
-56.67%
Mar 2023 – Mar 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart