Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INST (Instructure Holdings Inc) | NA | -4.18% | -3.74% | -13.21% | NA | NA | NA | … | … |
Data as of 11/12/2024, Common starting date is 11/16/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INST (Instructure Holdings Inc) | 11/16/2015 | 11/12/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | -4.18 | -3.74 | -13.21 | NA | NA | NA | … | … | -12.62 | 15.23 | -2.25 | -51.06 | 1.64 | 29.09 | 13.32 | 69.31 | -6.10 | 17.63 |
| Sharpe Ratio | NA | -0.39 | -0.22 | -0.27 | NA | NA | NA | … | … | -0.82 | 0.42 | -0.08 | -0.23 | 0.46 | 0.84 | 0.30 | 2.42 | -0.12 | 5.66 |
| Standard Deviation(%) | NA | 26.19 | 34.20 | 58.05 | NA | NA | NA | … | … | 25.97 | 26.43 | 43.12 | 142.69 | 14.83 | 33.31 | 40.07 | 28.55 | 50.78 | 48.40 |
| Draw Down(%) | NA | 32.04 | 39.30 | 70.09 | NA | NA | NA | … | … | 29.40 | 16.73 | 34.26 | 61.29 | 5.90 | 23.17 | 38.66 | 11.95 | 38.38 | 8.04 |
| 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 |
Data as of 11/12/2024, Common starting date is 11/16/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INST (Instructure Holdings Inc) |
-26.83%
Apr 2021 – Apr 2024 |
-12.59%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INST (Instructure Holdings Inc) |
48.40%
Feb 2016 – Feb 2019 |
5.79%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart