Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPRO (Open Lending Corporation) | 36.13% | 10.47% | -41.50% | -44.43% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPRO (Open Lending Corporation) | 03/27/2018 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.46 | 10.47 | -41.50 | -44.43 | NA | NA | NA | … | … | 36.13 | -72.03 | -30.90 | 26.07 | -69.97 | -35.70 | 231.69 | 8.10 | 1.04 |
| Sharpe Ratio | NA | 0.32 | -0.52 | -0.61 | NA | NA | NA | … | … | 1.97 | -0.65 | -0.72 | 0.37 | -1.07 | -0.63 | 5.51 | 1.24 | 0.00 |
| Standard Deviation(%) | NA | 70.19 | 81.36 | 75.19 | NA | NA | NA | … | … | 78.62 | 115.68 | 52.61 | 59.06 | 66.60 | 56.73 | 41.76 | 5.41 | 24.13 |
| Draw Down(%) | NA | 54.55 | 92.80 | 98.07 | NA | NA | NA | … | … | 45.45 | 87.44 | 45.59 | 50.13 | 73.97 | 50.80 | 11.41 | 1.99 | 12.28 |
| 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 |
Data as of 06/05/2026, Common starting date is 03/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRO (Open Lending Corporation) |
-55.04%
Apr 2022 – Apr 2025 |
-48.92%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPRO (Open Lending Corporation) |
64.67%
Jun 2018 – Jun 2021 |
3.12%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart