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
BIRD (Allbirds Inc) -10.73% -69.04% -47.57% NA NA NA NA
Data as of 06/12/2026, Common starting date is 11/03/2021
More Performance Analytics Comparison
Name Start Date End Date
BIRD (Allbirds Inc) 11/03/2021 06/12/2026
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 (%) -4.44 -69.04 -47.57 NA NA NA NA -10.73 -41.89 -69.96 -49.17 -83.95 -47.80
Sharpe Ratio NA -0.33 -0.34 NA NA NA NA -0.08 -0.47 -0.84 -0.51 -1.05 -0.75
Standard Deviation(%) NA 217.84 147.52 NA NA NA NA 311.55 95.71 92.01 105.10 81.05 131.50
Draw Down(%) NA 80.33 92.80 NA NA NA NA 78.46 67.70 73.31 79.26 86.16 55.14
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 06/12/2026, Common starting date is 11/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIRD (Allbirds Inc) -71.52%
Dec 2021 – Dec 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BIRD (Allbirds Inc) -36.17%
Apr 2023 – Apr 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return