Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FOUR (Shift4 Payments, Inc.) | -29.17% | -48.85% | -13.59% | -14.08% | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 06/05/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FOUR (Shift4 Payments, Inc.) | 06/05/2020 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.59 | -48.85 | -13.59 | -14.08 | NA | NA | NA | … | … | -29.17 | -37.15 | 40.84 | 32.92 | -3.45 | -23.17 | 124.81 |
| Sharpe Ratio | NA | -0.99 | -0.35 | -0.30 | NA | NA | NA | … | … | -1.27 | -0.83 | 0.76 | 0.61 | -0.07 | -0.40 | 4.77 |
| Standard Deviation(%) | NA | 50.40 | 48.00 | 55.37 | NA | NA | NA | … | … | 66.51 | 48.83 | 45.61 | 47.80 | 71.92 | 58.69 | 64.73 |
| Draw Down(%) | NA | 59.43 | 65.52 | 69.95 | NA | NA | NA | … | … | 35.43 | 49.01 | 32.64 | 42.47 | 53.48 | 51.46 | 21.12 |
| 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 |
Data as of 03/16/2026, Common starting date is 06/05/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOUR (Shift4 Payments, Inc.) |
-16.36%
Apr 2021 – Apr 2024 |
-10.44%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FOUR (Shift4 Payments, Inc.) |
44.19%
Jun 2022 – Jun 2025 |
21.88%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart