Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IPO (Renaissance IPO ETF) | 6.78% | 16.95% | 13.86% | 1.87% | 7.22% | NA | NA | 8.28% |
Data as of 07/25/2025, AR inception is 10/16/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPO (Renaissance IPO ETF) | 10/16/2013 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.50 | 16.95 | 13.86 | 1.87 | 7.22 | NA | NA | 8.28 | 6.78 | 15.72 | 52.55 | -57.26 | -10.31 | 107.88 | 34.39 | -17.24 | 37.16 | -0.63 | -8.37 | 6.93 | 7.55 |
| Sharpe Ratio | NA | 0.44 | 0.33 | 0.01 | 0.18 | NA | NA | 0.22 | 0.26 | 0.49 | 1.70 | -1.08 | -0.32 | 2.56 | 1.58 | -0.83 | 3.02 | -0.04 | -0.48 | 0.41 | 2.82 |
| Standard Deviation(%) | NA | 31.38 | 31.92 | 36.56 | 30.96 | NA | NA | 29.17 | 36.11 | 24.60 | 28.97 | 54.47 | 31.88 | 41.76 | 20.79 | 22.47 | 12.15 | 19.19 | 17.46 | 16.82 | 15.00 |
| Draw Down(%) | NA | 32.04 | 34.76 | 68.76 | 68.76 | NA | NA | 68.76 | 32.04 | 15.90 | 20.12 | 58.89 | 29.03 | 38.47 | 17.59 | 31.33 | 4.95 | 23.98 | 23.05 | 13.19 | 4.19 |
| Yield(%) | 0.00 | 0.43 | 0.19 | 0.08 | 0.30 | 0.43 | 0.32 | 0.58 | 0.28 | 0.14 | 0.00 | 0.00 | 0.00 | 0.21 | 0.62 | 0.40 | 0.59 | 0.41 | 0.10 | 2.56 | 0.08 |
Data as of 07/25/2025, AR inception is 10/16/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPO (Renaissance IPO ETF) |
-20.61%
Jan 2021 - Jan 2024 |
-2.39%
Dec 2017 - Dec 2022 |
4.65%
Mar 2015 - Mar 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPO (Renaissance IPO ETF) |
37.75%
Oct 2018 - Oct 2021 |
31.62%
Jan 2016 - Jan 2021 |
8.03%
Jan 2015 - Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart