Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBX (Dropbox, Inc.) | -2.16% | -6.85% | 4.36% | -0.93% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBX (Dropbox, Inc.) | 03/26/2018 | 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 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.86 | -6.85 | 4.36 | -0.93 | NA | NA | NA | … | … | -2.16 | -6.79 | 3.53 | 31.72 | -8.80 | 10.59 | 23.90 | -13.26 | -32.91 |
| Sharpe Ratio | NA | -0.27 | 0.07 | -0.09 | NA | NA | NA | … | … | -0.27 | -0.30 | -0.08 | 1.01 | -0.27 | 0.32 | 0.45 | -0.41 | -0.79 |
| Standard Deviation(%) | NA | 32.53 | 33.31 | 33.75 | NA | NA | NA | … | … | 38.78 | 32.88 | 36.96 | 27.47 | 37.86 | 32.84 | 52.15 | 36.05 | 52.79 |
| Draw Down(%) | NA | 31.43 | 37.39 | 41.52 | NA | NA | NA | … | … | 20.65 | 26.21 | 37.39 | 22.06 | 24.03 | 26.91 | 30.11 | 35.90 | 53.86 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBX (Dropbox, Inc.) |
-9.50%
Jun 2021 – Jun 2024 |
-7.55%
Apr 2018 – Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBX (Dropbox, Inc.) |
13.39%
Sep 2022 – Sep 2025 |
13.56%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart