Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BL (BlackLine, Inc.) | -48.07% | -50.54% | -19.60% | -22.33% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/31/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BL (BlackLine, Inc.) | 10/31/2016 | 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 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.90 | -50.54 | -19.60 | -22.33 | NA | NA | NA | … | … | -48.07 | -4.94 | -1.99 | -7.18 | -35.03 | -22.37 | 158.69 | 28.01 | 24.85 | 18.71 | 21.45 |
| Sharpe Ratio | NA | -1.07 | -0.48 | -0.56 | NA | NA | NA | … | … | -1.28 | -0.21 | -0.24 | -0.29 | -0.60 | -0.65 | 2.89 | 0.60 | 0.55 | 0.52 | 4.33 |
| Standard Deviation(%) | NA | 46.30 | 41.86 | 44.64 | NA | NA | NA | … | … | 63.18 | 37.74 | 36.36 | 39.85 | 60.40 | 34.33 | 54.55 | 44.90 | 42.73 | 34.79 | 48.93 |
| Draw Down(%) | NA | 57.11 | 63.25 | 80.80 | NA | NA | NA | … | … | 56.12 | 35.60 | 36.27 | 38.05 | 52.66 | 33.93 | 38.35 | 22.74 | 37.62 | 25.79 | 12.90 |
| 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/31/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BL (BlackLine, Inc.) |
-25.38%
Jul 2021 – Jul 2024 |
-23.08%
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 |
|---|---|---|---|---|
| BL (BlackLine, Inc.) |
59.61%
Dec 2017 – Dec 2020 |
32.51%
Nov 2016 – Nov 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart