Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INDI (indie Semiconductor, Inc.) | 35.98% | 64.38% | -20.07% | -15.44% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/07/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INDI (indie Semiconductor, Inc.) | 10/07/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.11 | 64.38 | -20.07 | -15.44 | NA | NA | NA | … | … | 35.98 | -7.65 | -46.49 | 39.11 | -51.38 | -95.33 | 0.00 | 0.00 |
| Sharpe Ratio | NA | 0.93 | -0.28 | -0.36 | NA | NA | NA | … | … | 1.67 | -0.12 | -0.61 | 0.59 | -0.73 | -0.30 | 0.00 | 0.00 |
| Standard Deviation(%) | NA | 78.93 | 80.88 | 160.59 | NA | NA | NA | … | … | 78.46 | 85.90 | 87.90 | 59.25 | 72.93 | 321.84 | NA | NA |
| Draw Down(%) | NA | 59.33 | 85.09 | 99.38 | NA | NA | NA | … | … | 46.72 | 65.67 | 60.79 | 56.82 | 55.55 | 96.81 | 0.00 | 0.00 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/07/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDI (indie Semiconductor, Inc.) |
-73.30%
Oct 2020 – Oct 2023 |
-62.17%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INDI (indie Semiconductor, Inc.) |
-11.68%
Jul 2021 – Jul 2024 |
-53.85%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart