Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDLX (Cardlytics, Inc.) | -46.96% | -65.34% | -51.98% | -63.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDLX (Cardlytics, Inc.) | 02/09/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.08 | -65.34 | -51.98 | -63.86 | NA | NA | NA | … | … | -46.96 | -67.92 | -59.50 | 59.34 | -91.25 | -53.71 | 127.12 | 480.42 | -19.00 |
| Sharpe Ratio | NA | -0.49 | -0.40 | -0.50 | NA | NA | NA | … | … | -0.80 | -0.51 | -0.45 | 0.37 | -0.71 | -0.79 | 1.18 | 7.14 | -0.32 |
| Standard Deviation(%) | NA | 136.83 | 137.59 | 131.65 | NA | NA | NA | … | … | 95.28 | 140.69 | 147.43 | 149.70 | 129.88 | 68.03 | 106.72 | 67.09 | 71.07 |
| Draw Down(%) | NA | 80.77 | 97.04 | 99.55 | NA | NA | NA | … | … | 60.53 | 77.18 | 85.38 | 71.05 | 94.91 | 60.33 | 71.37 | 24.22 | 62.39 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDLX (Cardlytics, Inc.) |
-67.89%
Mar 2022 – Mar 2025 |
-63.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDLX (Cardlytics, Inc.) |
114.07%
Apr 2018 – Apr 2021 |
-2.61%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart