Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HUBS (HubSpot, Inc.) | -45.09% | -63.23% | -25.30% | -14.78% | 15.57% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/10/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HUBS (HubSpot, Inc.) | 10/10/2014 | 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 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.85 | -63.23 | -25.30 | -14.78 | 15.57 | NA | NA | … | … | -45.09 | -42.86 | 21.98 | 100.79 | -56.14 | 66.27 | 150.12 | 25.86 | 42.23 | 88.09 | -16.53 | 67.54 | 15.70 |
| Sharpe Ratio | NA | -1.07 | -0.56 | -0.33 | 0.30 | NA | NA | … | … | -1.01 | -0.97 | 0.42 | 2.36 | -0.76 | 1.32 | 2.45 | 0.64 | 0.91 | 2.44 | -0.32 | 1.62 | 1.93 |
| Standard Deviation(%) | NA | 60.29 | 48.26 | 54.41 | 50.64 | NA | NA | … | … | 78.34 | 47.71 | 37.03 | 41.45 | 75.59 | 50.25 | 60.91 | 38.33 | 44.71 | 36.08 | 51.91 | 41.66 | 48.17 |
| Draw Down(%) | NA | 70.63 | 78.16 | 78.99 | 78.99 | NA | NA | … | … | 55.39 | 56.65 | 34.01 | 29.22 | 61.15 | 23.64 | 47.26 | 31.14 | 28.63 | 18.46 | 51.13 | 21.03 | 13.46 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/10/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUBS (HubSpot, Inc.) |
-24.76%
May 2023 – May 2026 |
-15.88%
Apr 2021 – Apr 2026 |
16.54%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HUBS (HubSpot, Inc.) |
81.44%
Oct 2018 – Oct 2021 |
72.89%
Oct 2016 – Oct 2021 |
36.93%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart