Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASAN (Asana, Inc.) | -41.14% | -46.59% | -28.52% | -27.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/01/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASAN (Asana, Inc.) | 10/01/2020 | 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 (%) | 21.17 | -46.59 | -28.52 | -27.10 | NA | NA | NA | … | … | -41.14 | -31.92 | 13.57 | 38.05 | -81.53 | 152.28 | 13.09 |
| Sharpe Ratio | NA | -1.00 | -0.50 | -0.37 | NA | NA | NA | … | … | -1.15 | -0.55 | 0.11 | 0.52 | -0.76 | 1.95 | 1.21 |
| Standard Deviation(%) | NA | 60.14 | 64.49 | 78.86 | NA | NA | NA | … | … | 68.19 | 63.92 | 65.01 | 65.35 | 109.21 | 78.02 | 52.61 |
| Draw Down(%) | NA | 71.26 | 80.16 | 96.17 | NA | NA | NA | … | … | 60.18 | 50.95 | 44.34 | 36.40 | 83.25 | 55.00 | 19.68 |
| 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 10/01/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASAN (Asana, Inc.) |
-55.53%
Oct 2021 – Oct 2024 |
-28.29%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASAN (Asana, Inc.) |
-0.15%
Dec 2022 – Dec 2025 |
-14.24%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart