Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EEX (Emerald Holding, Inc.) | 13.05% | 9.46% | 10.76% | 0.08% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/01/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EEX (Emerald Holding, Inc.) | 05/01/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 9.46 | 10.76 | 0.08 | NA | NA | NA | … | … | 13.05 | -2.58 | -18.90 | 68.93 | -10.83 | -26.75 | -48.21 | -12.16 | -38.24 | 4.78 |
| Sharpe Ratio | NA | 0.15 | 0.22 | -0.07 | NA | NA | NA | … | … | 0.65 | -0.10 | -0.40 | 1.36 | -0.18 | -0.46 | -0.43 | -0.49 | -0.99 | 0.27 |
| Standard Deviation(%) | NA | 57.54 | 54.46 | 56.78 | NA | NA | NA | … | … | 51.30 | 56.27 | 55.88 | 48.58 | 67.78 | 57.62 | 112.13 | 27.91 | 40.13 | 24.01 |
| Draw Down(%) | NA | 35.94 | 51.77 | 57.64 | NA | NA | NA | … | … | 24.07 | 35.94 | 42.65 | 24.24 | 41.06 | 53.78 | 85.60 | 35.41 | 50.02 | 16.16 |
| Yield(%) | 0.00 | 1.28 | 1.05 | 0.46 | 0.51 | 0.34 | 0.25 | … | … | 0.66 | 1.27 | 0.51 | 0.00 | 0.00 | 0.00 | 0.71 | 2.49 | 1.36 | 1.07 |
Data as of 06/04/2026, Common starting date is 05/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEX (Emerald Holding, Inc.) |
-54.72%
Sep 2017 – Sep 2020 |
-31.94%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EEX (Emerald Holding, Inc.) |
30.37%
Sep 2020 – Sep 2023 |
20.53%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart