Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CFLT (Confluent Inc) | 2.48% | 13.93% | 12.30% | NA | NA | NA | NA | … | … |
Data as of 03/17/2026, Common starting date is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CFLT (Confluent Inc) | 06/25/2021 | 03/17/2026 |
| 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 (%) | 0.85 | 13.93 | 12.30 | NA | NA | NA | NA | … | … | 2.48 | 7.69 | 23.46 | 5.22 | -70.83 | 20.87 |
| Sharpe Ratio | NA | 0.17 | 0.13 | NA | NA | NA | NA | … | … | 2.38 | 0.07 | 0.29 | 0.01 | -0.76 | 3.25 |
| Standard Deviation(%) | NA | 66.30 | 70.69 | NA | NA | NA | NA | … | … | 4.24 | 75.55 | 59.08 | 84.04 | 95.69 | 70.75 |
| Draw Down(%) | NA | 41.83 | 59.49 | NA | NA | NA | NA | … | … | 0.79 | 57.74 | 45.93 | 58.54 | 76.71 | 26.64 |
| 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 03/17/2026, Common starting date is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CFLT (Confluent Inc) |
-30.09%
Sep 2021 – Sep 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 |
|---|---|---|---|---|
| CFLT (Confluent Inc) |
10.79%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart