Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVH (Evolent Health, Inc.) | 9.50% | -45.99% | -48.15% | -25.00% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 01/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVH (Evolent Health, Inc.) | 01/17/2018 | 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 (%) | 12.31 | -45.99 | -48.15 | -25.00 | NA | NA | NA | … | … | 9.50 | -63.38 | -66.30 | 17.63 | 1.48 | 72.61 | 77.13 | -55.64 | 44.04 |
| Sharpe Ratio | NA | -0.66 | -0.73 | -0.48 | NA | NA | NA | … | … | -0.07 | -0.97 | -0.89 | 0.33 | 0.00 | 1.77 | 0.82 | -0.71 | 0.99 |
| Standard Deviation(%) | NA | 74.19 | 70.60 | 62.02 | NA | NA | NA | … | … | 77.99 | 68.75 | 82.64 | 40.92 | 52.57 | 41.00 | 93.21 | 80.52 | 45.61 |
| Draw Down(%) | NA | 81.59 | 93.75 | 94.54 | NA | NA | NA | … | … | 47.96 | 71.90 | 69.15 | 35.15 | 44.74 | 25.65 | 69.07 | 72.18 | 38.26 |
| 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 01/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVH (Evolent Health, Inc.) |
-58.74%
Mar 2023 – Mar 2026 |
-35.36%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVH (Evolent Health, Inc.) |
81.47%
Mar 2020 – Mar 2023 |
36.01%
Aug 2019 – Aug 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart