Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CHGG (Chegg, Inc.) | 25.81% | -3.31% | -50.21% | -56.44% | -13.45% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/14/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CHGG (Chegg, Inc.) | 11/14/2013 | 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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.69 | -3.31 | -50.21 | -56.44 | -13.45 | NA | NA | … | … | 25.81 | -38.51 | -86.09 | -55.05 | -17.69 | -66.01 | 138.27 | 34.55 | 74.14 | 121.14 | 9.66 | -2.60 | -18.80 | -4.17 |
| Sharpe Ratio | NA | -0.05 | -0.57 | -0.63 | -0.21 | NA | NA | … | … | 0.59 | -0.37 | -1.16 | -0.69 | -0.26 | -0.83 | 2.24 | 0.87 | 1.63 | 2.81 | 0.16 | -0.06 | -0.34 | -0.50 |
| Standard Deviation(%) | NA | 115.87 | 94.08 | 92.82 | 73.39 | NA | NA | … | … | 116.45 | 113.42 | 79.98 | 86.83 | 73.69 | 79.28 | 61.13 | 38.32 | 44.67 | 43.16 | 58.95 | 44.82 | 55.20 | 58.17 |
| Draw Down(%) | NA | 75.54 | 96.06 | 99.50 | 99.60 | NA | NA | … | … | 54.08 | 74.59 | 86.80 | 71.64 | 55.55 | 77.98 | 37.88 | 37.82 | 29.00 | 15.11 | 48.44 | 23.09 | 38.78 | 17.96 |
| 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 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/14/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHGG (Chegg, Inc.) |
-73.97%
Mar 2022 – Mar 2025 |
-63.10%
Feb 2021 – Feb 2026 |
-22.27%
Mar 2015 – Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CHGG (Chegg, Inc.) |
109.82%
Feb 2016 – Feb 2019 |
86.40%
Feb 2016 – Feb 2021 |
3.98%
Jan 2014 – Jan 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart