Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLO (Olo Inc) | NA | 118.76% | 6.89% | 12.77% | 5.82% | -1.15% | NA | … | … |
Data as of 09/11/2025, Common starting date is 06/20/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLO (Olo Inc) | 06/20/2008 | 09/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 118.76 | 6.89 | 12.77 | 5.82 | -1.15 | NA | … | … | 33.59 | 33.39 | -8.48 | -69.97 | 269.96 | 0.00 | 28.42 | -14.12 | 6.92 | 3.02 | -44.22 | -39.55 | 7.94 | -9.27 | 0.14 | 3.09 | 40.43 | -61.18 |
| Sharpe Ratio | NA | 2.75 | 0.08 | 0.10 | 0.06 | NA | NA | … | … | 1.17 | 0.65 | -0.23 | -0.87 | 1.40 | 0.00 | 1.17 | -0.55 | 0.20 | 0.05 | -1.15 | -1.12 | 0.35 | -0.38 | 0.00 | 0.12 | 1.04 | -1.55 |
| Standard Deviation(%) | NA | 42.03 | 48.58 | 101.97 | 76.64 | NA | NA | … | … | 41.82 | 41.37 | 56.43 | 81.76 | 193.37 | 57.27 | 23.20 | 27.88 | 30.98 | 52.56 | 38.57 | 35.35 | 22.39 | 24.41 | 30.37 | 25.66 | 38.71 | 54.09 |
| Draw Down(%) | NA | 28.08 | 52.83 | 90.87 | 90.87 | NA | NA | … | … | 28.08 | 30.33 | 50.74 | 72.65 | 55.30 | 27.02 | 11.73 | 40.76 | 24.08 | 36.97 | 45.90 | 45.47 | 12.13 | 28.05 | 33.67 | 22.65 | 27.48 | 68.10 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 09/11/2025, Common starting date is 06/20/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLO (Olo Inc) |
-50.92%
Jun 2021 – Jun 2024 |
-21.92%
Jul 2011 – Jul 2016 |
-12.21%
Jul 2008 – Jul 2018 |
-7.76%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLO (Olo Inc) |
81.51%
Aug 2018 – Aug 2021 |
55.30%
Aug 2016 – Aug 2021 |
11.50%
Aug 2011 – Aug 2021 |
-0.91%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart