Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
COUR (Coursera, Inc.) -24.32% -40.62% -25.33% -32.47% NA NA NA
Data as of 06/04/2026, Common starting date is 04/01/2021
More Performance Analytics Comparison
Name Start Date End Date
COUR (Coursera, Inc.) 04/01/2021 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
Annualized Return (%) 4.90 -40.62 -25.33 -32.47 NA NA NA -24.32 -12.59 -56.69 63.74 -51.60 -46.61
Sharpe Ratio NA -0.70 -0.49 -0.61 NA NA NA -0.90 -0.27 -1.06 1.24 -0.89 -0.89
Standard Deviation(%) NA 61.13 55.90 57.06 NA NA NA 61.91 58.82 60.11 48.36 60.00 63.56
Draw Down(%) NA 59.92 75.81 89.16 NA NA NA 31.12 41.97 68.83 38.94 60.45 60.02
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 06/04/2026, Common starting date is 04/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COUR (Coursera, Inc.) -43.43%
Jun 2021 – Jun 2024
-32.34%
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
COUR (Coursera, Inc.) 2.80%
Sep 2022 – Sep 2025
-32.34%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return