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
ZDGE (Zedge Inc) -6.03% -19.82% 13.64% -30.67% -1.90% NA NA
Data as of 06/17/2026, Common starting date is 06/06/2016
More Performance Analytics Comparison
Name Start Date End Date
ZDGE (Zedge Inc) 06/06/2016 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
Annualized Return (%) -2.88 -19.82 13.64 -30.67 -1.90 NA NA -6.03 23.06 14.47 33.52 -79.29 40.73 292.21 -37.09 -10.95 -12.17 -24.40
Sharpe Ratio NA 0.62 0.26 -0.32 -0.02 NA NA 0.97 0.27 0.11 0.47 -1.04 0.48 2.33 -0.38 -0.16 -0.20 -0.47
Standard Deviation(%) NA 80.63 81.13 77.97 85.92 NA NA 76.51 73.71 99.60 64.77 77.85 84.38 124.37 102.80 79.21 65.54 82.55
Draw Down(%) NA 51.77 61.18 91.40 91.40 NA NA 30.24 51.77 59.07 49.11 81.93 56.23 53.53 48.03 60.89 52.51 51.61
Yield(%) 0.00 1.34 0.82 0.05 0.14 0.08 0.06 1.07 0.59 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 06/06/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZDGE (Zedge Inc) -45.08%
Jun 2021 – Jun 2024
-24.46%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ZDGE (Zedge Inc) 88.65%
Sep 2018 – Sep 2021
31.61%
Oct 2016 – Oct 2021
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return