Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOX (Box, Inc.) | -10.50% | -30.56% | -2.33% | 1.25% | 8.61% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOX (Box, Inc.) | 01/26/2015 | 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.02 | -30.56 | -2.33 | 1.25 | 8.61 | NA | NA | … | … | -10.50 | -4.81 | 25.03 | -17.73 | 18.86 | 45.10 | 7.57 | 0.83 | -20.08 | 52.38 | -0.72 | -38.23 |
| Sharpe Ratio | NA | -0.94 | -0.14 | 0.01 | 0.16 | NA | NA | … | … | -0.58 | -0.28 | 0.67 | -0.69 | 0.47 | 1.16 | 0.14 | -0.01 | -0.37 | 1.65 | -0.02 | -0.81 |
| Standard Deviation(%) | NA | 32.49 | 30.69 | 32.75 | 39.41 | NA | NA | … | … | 43.28 | 28.05 | 27.78 | 31.91 | 37.70 | 38.72 | 53.59 | 42.15 | 57.72 | 31.50 | 44.44 | 49.88 |
| Draw Down(%) | NA | 44.57 | 44.57 | 44.57 | 65.91 | NA | NA | … | … | 28.79 | 24.82 | 16.93 | 31.55 | 29.94 | 16.22 | 47.34 | 47.63 | 41.08 | 17.09 | 36.49 | 50.93 |
| 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 01/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOX (Box, Inc.) |
-10.95%
Feb 2023 – Feb 2026 |
-2.86%
Apr 2015 – Apr 2020 |
5.28%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOX (Box, Inc.) |
28.63%
Jan 2020 – Jan 2023 |
20.05%
Aug 2016 – Aug 2021 |
9.13%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart