Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MQ (Marqeta, Inc.) | -15.16% | -25.09% | -5.13% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MQ (Marqeta, Inc.) | 06/10/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.28 | -25.09 | -5.13 | NA | NA | NA | NA | … | … | -15.16 | 28.23 | -47.71 | 14.24 | -64.41 | -42.58 |
| Sharpe Ratio | NA | -0.68 | -0.15 | NA | NA | NA | NA | … | … | -0.86 | 0.57 | -0.75 | 0.17 | -0.74 | -0.88 |
| Standard Deviation(%) | NA | 39.98 | 56.02 | NA | NA | NA | NA | … | … | 40.11 | 45.67 | 73.11 | 57.99 | 88.98 | 71.04 |
| Draw Down(%) | NA | 44.22 | 53.34 | NA | NA | NA | NA | … | … | 22.40 | 34.99 | 53.34 | 51.10 | 68.33 | 52.60 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQ (Marqeta, Inc.) |
-43.17%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MQ (Marqeta, Inc.) |
2.33%
Apr 2023 – Apr 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart