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
APPN (Appian Corporation) -27.58% -13.93% -15.64% -31.26% NA NA NA
Data as of 03/16/2026, Common starting date is 05/24/2017
More Performance Analytics Comparison
Name Start Date End Date
APPN (Appian Corporation) 05/24/2017 03/16/2026
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
Annualized Return (%) -3.46 -13.93 -15.64 -31.26 NA NA NA -27.58 8.52 -12.43 15.66 -50.07 -59.77 324.21 43.06 -15.15 162.33
Sharpe Ratio NA -0.34 -0.38 -0.55 NA NA NA -1.61 0.11 -0.30 0.27 -0.61 -0.78 3.59 0.85 -0.27 5.51
Standard Deviation(%) NA 51.93 50.54 61.56 NA NA NA 50.90 53.03 52.83 45.32 84.17 76.21 89.60 48.94 60.70 71.54
Draw Down(%) NA 50.96 58.47 86.61 NA NA NA 36.89 30.78 34.80 34.54 52.27 72.28 50.46 38.63 46.61 30.82
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 0.00 0.00 0.00
Data as of 03/16/2026, Common starting date is 05/24/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
APPN (Appian Corporation) -46.94%
Jan 2021 – Jan 2024
-33.74%
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
APPN (Appian Corporation) 91.72%
Jan 2018 – Jan 2021
21.15%
Jun 2017 – Jun 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return