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
BMBL (Bumble Inc.) -20.45% -46.92% -43.99% -42.54% NA NA NA
Data as of 06/05/2026, Common starting date is 02/12/2021
More Performance Analytics Comparison
Name Start Date End Date
BMBL (Bumble Inc.) 02/12/2021 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
Annualized Return (%) -10.41 -46.92 -43.99 -42.54 NA NA NA -20.45 -56.76 -45.59 -29.98 -37.83 -55.13
Sharpe Ratio NA -0.67 -0.69 -0.64 NA NA NA -0.34 -0.77 -0.90 -0.71 -0.46 -0.91
Standard Deviation(%) NA 74.77 66.60 69.11 NA NA NA 81.04 78.43 58.17 48.22 85.17 65.74
Draw Down(%) NA 68.49 87.03 95.50 NA NA NA 31.54 62.62 61.26 53.70 53.80 59.77
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 06/05/2026, Common starting date is 02/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMBL (Bumble Inc.) -50.25%
Aug 2021 – Aug 2024
-44.58%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BMBL (Bumble Inc.) -34.32%
Sep 2022 – Sep 2025
-41.44%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return