Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COMP (Compass, Inc.) | -28.00% | 25.58% | 25.61% | -11.25% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 04/05/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMP (Compass, Inc.) | 04/05/2021 | 06/03/2026 |
| 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 (%) | -9.19 | 25.58 | 25.61 | -11.25 | NA | NA | NA | … | … | -28.00 | 81.03 | 55.59 | 61.37 | -74.37 | -51.10 |
| Sharpe Ratio | NA | 0.62 | 0.45 | -0.15 | NA | NA | NA | … | … | -0.64 | 1.32 | 0.75 | 0.66 | -0.74 | -1.20 |
| Standard Deviation(%) | NA | 61.03 | 67.34 | 77.63 | NA | NA | NA | … | … | 75.47 | 60.67 | 66.17 | 87.26 | 103.08 | 51.13 |
| Draw Down(%) | NA | 50.81 | 57.24 | 89.25 | NA | NA | NA | … | … | 50.81 | 43.36 | 25.82 | 60.29 | 80.63 | 54.57 |
| 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 06/03/2026, Common starting date is 04/05/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMP (Compass, Inc.) |
-35.05%
Jun 2021 – Jun 2024 |
-9.34%
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 |
|---|---|---|---|---|
| COMP (Compass, Inc.) |
65.54%
Dec 2022 – Dec 2025 |
-9.34%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart