Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OKTA (Okta, Inc.) | 42.80% | 16.93% | 19.69% | -10.36% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OKTA (Okta, Inc.) | 04/10/2017 | 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 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 30.36 | 16.93 | 19.69 | -10.36 | NA | NA | NA | … | … | 42.80 | 12.45 | -9.82 | 32.49 | -69.52 | -11.83 | 120.39 | 87.96 | 149.12 | 10.15 |
| Sharpe Ratio | NA | 0.26 | 0.17 | -0.24 | NA | NA | NA | … | … | 1.93 | 0.21 | -0.39 | 0.58 | -0.84 | -0.26 | 2.34 | 2.01 | 2.51 | 0.33 |
| Standard Deviation(%) | NA | 50.35 | 49.62 | 57.39 | NA | NA | NA | … | … | 70.16 | 45.90 | 42.01 | 49.24 | 84.73 | 44.77 | 50.95 | 43.46 | 58.82 | 40.76 |
| Draw Down(%) | NA | 40.98 | 50.57 | 83.43 | NA | NA | NA | … | … | 33.10 | 38.48 | 36.32 | 27.66 | 79.92 | 32.11 | 31.13 | 30.93 | 35.53 | 19.63 |
| 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 06/04/2026, Common starting date is 04/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKTA (Okta, Inc.) |
-35.08%
Nov 2020 – Nov 2023 |
-22.86%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OKTA (Okta, Inc.) |
115.93%
Jul 2017 – Jul 2020 |
35.01%
Jul 2017 – Jul 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart