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
ACCD (Accolade, Inc.) NA -24.43% -23.06% NA NA NA NA
Data as of 04/08/2025, Common starting date is 07/02/2020
More Performance Analytics Comparison
Name Start Date End Date
ACCD (Accolade, Inc.) 07/02/2020 04/08/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020
Annualized Return (%) 0.43 -24.43 -23.06 NA NA NA NA 105.26 -70.52 54.17 -70.45 -39.40 46.46
Sharpe Ratio NA -0.29 -0.28 NA NA NA NA 9.92 -0.91 0.77 -0.59 -0.69 1.45
Standard Deviation(%) NA 104.54 96.68 NA NA NA NA 140.40 85.04 65.32 121.09 57.20 79.01
Draw Down(%) NA 67.19 80.39 NA NA NA NA 4.29 79.03 59.53 80.57 62.84 27.60
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 04/08/2025, Common starting date is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACCD (Accolade, Inc.) -59.60%
Jun 2021 – Jun 2024
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
ACCD (Accolade, Inc.) -26.24%
Aug 2020 – Aug 2023
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return