Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LIFX (Life360 Inc) NA 172.34% 104.35% 58.99% NA NA NA
Data as of 09/26/2025, Common starting date is 11/18/2019
More Performance Analytics Comparison
Name Start Date End Date
LIFX (Life360 Inc) 11/18/2019 09/26/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019
Annualized Return (%) 0.00 172.34 104.35 58.99 NA NA NA 152.96 160.82 41.81 -54.03 431.43 -32.04 1.98
Sharpe Ratio NA 2.11 1.20 0.40 NA NA NA 3.28 1.58 0.52 -0.40 1.80 -0.43 3.04
Standard Deviation(%) NA 80.12 83.94 141.81 NA NA NA 76.42 98.74 73.49 137.53 239.99 75.33 5.78
Draw Down(%) NA 41.03 41.03 96.00 NA NA NA 29.61 33.14 36.74 86.56 75.96 60.32 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
Data as of 09/26/2025, Common starting date is 11/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIFX (Life360 Inc) -24.08%
Sep 2021 – Sep 2024
42.61%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LIFX (Life360 Inc) 123.07%
Jun 2022 – Jun 2025
67.16%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return