Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CPNG (Coupang, Inc.) | -29.93% | -41.69% | 1.82% | -15.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/12/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CPNG (Coupang, Inc.) | 03/12/2021 | 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 (%) | 2.04 | -41.69 | 1.82 | -15.73 | NA | NA | NA | … | … | -29.93 | 10.42 | 39.10 | 10.06 | -49.93 | -39.39 |
| Sharpe Ratio | NA | -1.05 | -0.04 | -0.37 | NA | NA | NA | … | … | -1.14 | 0.22 | 0.88 | 0.15 | -0.62 | -0.89 |
| Standard Deviation(%) | NA | 40.94 | 38.89 | 51.98 | NA | NA | NA | … | … | 53.00 | 34.60 | 37.45 | 39.45 | 83.32 | 51.69 |
| Draw Down(%) | NA | 54.49 | 54.49 | 79.01 | NA | NA | NA | … | … | 35.31 | 33.13 | 17.37 | 28.79 | 68.18 | 49.08 |
| 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 03/12/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CPNG (Coupang, Inc.) |
-20.58%
Jun 2021 – Jun 2024 |
-16.46%
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 |
|---|---|---|---|---|
| CPNG (Coupang, Inc.) |
32.95%
Jun 2022 – Jun 2025 |
-13.77%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart