Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GDRX (GoodRx Holdings, Inc.) | 4.73% | -44.66% | -7.88% | NA | NA | NA | NA | -43.17% |
Data as of 07/29/2025, AR inception is 09/24/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GDRX (GoodRx Holdings, Inc.) | 09/24/2020 | 07/29/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.02 | -44.66 | -7.88 | NA | NA | NA | NA | -43.17 | 4.73 | -31.04 | 43.78 | -85.74 | -18.99 | -13.62 |
| Sharpe Ratio | NA | -0.78 | -0.18 | NA | NA | NA | NA | -0.54 | 0.19 | -0.61 | 0.59 | -0.86 | -0.34 | -0.49 |
| Standard Deviation(%) | NA | 58.69 | 67.33 | NA | NA | NA | NA | 72.80 | 55.57 | 62.54 | 67.64 | 101.47 | 55.78 | 85.61 |
| Draw Down(%) | NA | 58.67 | 59.52 | NA | NA | NA | NA | 93.46 | 27.10 | 54.14 | 51.95 | 87.58 | 50.39 | 40.94 |
| 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 07/29/2025, AR inception is 09/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GDRX (GoodRx Holdings, Inc.) |
-53.29%
Oct 2020 - Oct 2023 |
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 |
|---|---|---|---|---|
| GDRX (GoodRx Holdings, Inc.) |
-5.60%
Jun 2022 - Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart