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
EB (Eventbrite Inc Class A) 1.35% 95.24% -18.95% -27.71% NA NA NA
Data as of 03/09/2026, Common starting date is 09/21/2018
More Performance Analytics Comparison
Name Start Date End Date
EB (Eventbrite Inc Class A) 09/21/2018 03/09/2026
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 (%) 1.81 95.24 -18.95 -27.71 NA NA NA 1.35 32.14 -59.69 42.66 -66.40 -3.65 -10.26 -27.47 -18.80
Sharpe Ratio NA 1.15 -0.33 -0.48 NA NA NA 0.92 0.36 -1.01 0.71 -1.11 -0.07 -0.12 -0.46 -0.74
Standard Deviation(%) NA 75.29 66.73 62.74 NA NA NA 5.56 82.62 66.27 54.80 61.17 51.49 90.70 62.18 73.90
Draw Down(%) NA 29.03 84.50 92.87 NA NA NA 1.79 50.00 71.21 43.64 70.16 47.81 73.84 51.70 33.84
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 03/09/2026, Common starting date is 09/21/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EB (Eventbrite Inc Class A) -47.72%
Mar 2022 – Mar 2025
-31.71%
Nov 2020 – Nov 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EB (Eventbrite Inc Class A) 10.55%
Jul 2020 – Jul 2023
-20.48%
May 2019 – May 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return