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
ELF (e.l.f. Beauty, Inc.) -31.63% -54.70% -20.92% 13.73% NA NA NA
Data as of 06/03/2026, Common starting date is 09/23/2016
More Performance Analytics Comparison
Name Start Date End Date
ELF (e.l.f. Beauty, Inc.) 09/23/2016 06/03/2026
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 2016
Annualized Return (%) -9.36 -54.70 -20.92 13.73 NA NA NA -31.63 -35.95 -11.49 161.01 66.52 31.84 56.17 84.30 -61.18 -22.91 14.25
Sharpe Ratio NA -0.74 -0.32 0.21 NA NA NA -0.88 -0.49 -0.29 3.11 1.48 1.01 0.85 1.50 -1.00 -0.57 1.64
Standard Deviation(%) NA 70.72 66.53 58.06 NA NA NA 62.74 80.04 62.08 51.10 44.24 31.40 65.61 55.74 62.45 41.43 38.05
Draw Down(%) NA 65.42 77.09 77.09 NA NA NA 46.51 62.70 53.44 33.22 36.62 19.79 59.02 26.78 64.99 36.20 9.42
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 0.00 0.00
Data as of 06/03/2026, Common starting date is 09/23/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELF (e.l.f. Beauty, Inc.) -30.09%
Mar 2017 – Mar 2020
-2.24%
Apr 2017 – Apr 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ELF (e.l.f. Beauty, Inc.) 103.03%
Mar 2020 – Mar 2023
92.20%
Feb 2019 – Feb 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return