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
FTHM (Fathom Holdings Inc.) -48.51% -59.37% -56.76% -55.88% NA NA NA
Data as of 06/04/2026, Common starting date is 07/31/2020
More Performance Analytics Comparison
Name Start Date End Date
FTHM (Fathom Holdings Inc.) 07/31/2020 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 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008
Annualized Return (%) -11.86 -59.37 -56.76 -55.88 NA NA NA -48.51 -28.10 -54.32 -15.53 -79.23 -43.23 259.32 0.00 0.00 0.00 0.00 -28.16 -3.74 -5.31 -11.72 -78.61 9.22
Sharpe Ratio NA -0.50 -0.61 -0.65 -0.47 NA NA -0.78 -0.28 -0.78 -0.22 -0.92 -0.61 20.36 0.00 0.00 0.00 0.00 -1.91 -3.01 -1.80 -0.39 -0.06 -0.01
Standard Deviation(%) NA 114.63 94.31 90.05 82.03 NA NA 99.28 113.68 78.59 89.12 87.99 70.65 97.84 NA NA NA NA 24.49 7.47 13.39 71.93 1,727.58 36.72
Draw Down(%) NA 81.34 93.46 98.56 92.37 NA NA 62.14 64.79 65.86 72.59 81.43 67.50 26.80 0.00 0.00 0.00 0.00 28.16 6.54 5.31 20.70 78.61 0.55
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 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 07/31/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FTHM (Fathom Holdings Inc.) -64.30%
Apr 2021 – Apr 2024
-57.14%
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
FTHM (Fathom Holdings Inc.) -29.77%
Aug 2020 – Aug 2023
-35.19%
Sep 2020 – Sep 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return