Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CRCT (Cricut, Inc.) | -14.64% | -26.08% | -21.72% | -30.69% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CRCT (Cricut, Inc.) | 03/29/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | -26.08 | -21.72 | -30.69 | NA | NA | NA | … | … | -14.64 | 0.14 | -4.94 | -20.13 | -58.04 | 21.98 |
| Sharpe Ratio | NA | -0.69 | -0.47 | -0.52 | NA | NA | NA | … | … | -0.85 | -0.06 | -0.13 | -0.40 | -0.78 | 0.35 |
| Standard Deviation(%) | NA | 41.78 | 53.47 | 63.56 | NA | NA | NA | … | … | 39.18 | 49.44 | 63.81 | 59.57 | 76.58 | 83.77 |
| Draw Down(%) | NA | 44.20 | 70.72 | 87.89 | NA | NA | NA | … | … | 24.44 | 33.48 | 31.82 | 57.96 | 73.81 | 49.41 |
| Yield(%) | 0.00 | 14.66 | 7.03 | 1.54 | 1.60 | 1.07 | 0.80 | … | … | 2.07 | 16.78 | 7.63 | 13.90 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 03/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CRCT (Cricut, Inc.) |
-45.94%
Jun 2021 – Jun 2024 |
-29.15%
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 |
|---|---|---|---|---|
| CRCT (Cricut, Inc.) |
11.46%
Jun 2022 – Jun 2025 |
-25.06%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart