Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVCM (EverCommerce Inc.) | -21.47% | -6.21% | -7.66% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVCM (EverCommerce Inc.) | 07/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.25 | -6.21 | -7.66 | NA | NA | NA | NA | … | … | -21.47 | 9.17 | 1.09 | 48.25 | -52.76 | -8.64 |
| Sharpe Ratio | NA | 0.17 | -0.13 | NA | NA | NA | NA | … | … | -0.31 | 0.13 | -0.16 | 0.97 | -0.90 | -0.30 |
| Standard Deviation(%) | NA | 56.25 | 44.14 | NA | NA | NA | NA | … | … | 61.54 | 48.35 | 33.57 | 45.83 | 60.41 | 56.14 |
| Draw Down(%) | NA | 33.86 | 35.88 | NA | NA | NA | NA | … | … | 25.63 | 33.86 | 23.39 | 39.43 | 62.29 | 33.07 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVCM (EverCommerce Inc.) |
-20.85%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVCM (EverCommerce Inc.) |
17.63%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart