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
BAND (Bandwidth Inc.) 367.31% 407.38% 81.83% -9.41% NA NA NA
Data as of 06/05/2026, Common starting date is 11/10/2017
More Performance Analytics Comparison
Name Start Date End Date
BAND (Bandwidth Inc.) 11/10/2017 06/05/2026
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 (%) 11.13 407.38 81.83 -9.41 NA NA NA 367.31 -10.69 19.70 -36.95 -68.02 -53.30 139.92 60.25 76.25 9.11
Sharpe Ratio NA 4.91 1.06 -0.18 NA NA NA 35.25 -0.28 0.17 -0.60 -0.66 -1.16 2.71 1.37 1.59 1.64
Standard Deviation(%) NA 70.91 68.75 75.82 NA NA NA 92.37 49.75 76.48 69.43 104.83 46.03 51.32 43.51 46.98 57.07
Draw Down(%) NA 29.91 49.82 93.37 NA NA NA 17.02 41.61 34.57 65.49 87.27 65.79 26.64 46.32 36.68 14.30
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 06/05/2026, Common starting date is 11/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BAND (Bandwidth Inc.) -59.88%
Sep 2020 – Sep 2023
-39.90%
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
BAND (Bandwidth Inc.) 96.89%
Jan 2018 – Jan 2021
1.29%
Jan 2018 – Jan 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return