Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALKT (Alkami Technology, Inc.) | -29.87% | -46.17% | 2.04% | -13.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/15/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALKT (Alkami Technology, Inc.) | 04/15/2021 | 06/04/2026 |
| 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 (%) | -8.02 | -46.17 | 2.04 | -13.32 | NA | NA | NA | … | … | -29.87 | -36.91 | 58.89 | 66.21 | -27.27 | -51.81 |
| Sharpe Ratio | NA | -0.78 | 0.11 | -0.29 | NA | NA | NA | … | … | -0.84 | -0.86 | 1.35 | 1.56 | -0.48 | -1.20 |
| Standard Deviation(%) | NA | 50.66 | 44.52 | 48.23 | NA | NA | NA | … | … | 55.67 | 46.95 | 39.27 | 40.22 | 59.95 | 53.34 |
| Draw Down(%) | NA | 50.50 | 63.88 | 73.50 | NA | NA | NA | … | … | 35.57 | 49.16 | 15.34 | 36.69 | 52.27 | 60.96 |
| 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 06/04/2026, Common starting date is 04/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALKT (Alkami Technology, Inc.) |
-7.23%
Jun 2021 – Jun 2024 |
-11.39%
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 |
|---|---|---|---|---|
| ALKT (Alkami Technology, Inc.) |
31.38%
Jan 2022 – Jan 2025 |
-11.39%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart