Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMWL (American Well Corporation) | 78.82% | 26.88% | -44.00% | -48.94% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMWL (American Well Corporation) | 09/18/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.19 | 26.88 | -44.00 | -48.94 | NA | NA | NA | … | … | 78.82 | -37.24 | -73.83 | -47.35 | -53.15 | -76.15 | 10.56 |
| Sharpe Ratio | NA | 0.62 | -0.53 | -0.66 | NA | NA | NA | … | … | 6.32 | -0.58 | -0.84 | -0.71 | -0.73 | -1.13 | 0.44 |
| Standard Deviation(%) | NA | 63.36 | 80.88 | 75.49 | NA | NA | NA | … | … | 70.27 | 69.96 | 95.56 | 72.96 | 75.02 | 67.68 | 96.16 |
| Draw Down(%) | NA | 57.81 | 92.87 | 98.67 | NA | NA | NA | … | … | 20.26 | 69.74 | 83.22 | 77.29 | 57.84 | 86.64 | 44.09 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWL (American Well Corporation) |
-70.59%
Jun 2021 – Jun 2024 |
-63.56%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWL (American Well Corporation) |
-39.41%
May 2023 – May 2026 |
-47.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart