Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONTF (ON24 Inc) | 1.76% | 55.77% | 2.32% | -28.00% | NA | NA | NA | … | … |
Data as of 03/31/2026, Common starting date is 02/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONTF (ON24 Inc) | 02/04/2021 | 03/31/2026 |
| 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 (%) | 0.00 | 55.77 | 2.32 | -28.00 | NA | NA | NA | … | … | 1.76 | -9.75 | -17.51 | 5.80 | -50.26 | -74.20 |
| Sharpe Ratio | NA | 1.14 | -0.03 | -0.64 | NA | NA | NA | … | … | 0.82 | -0.34 | -0.68 | 0.04 | -1.01 | -1.12 |
| Standard Deviation(%) | NA | 46.43 | 40.03 | 47.93 | NA | NA | NA | … | … | 5.90 | 38.05 | 35.55 | 43.78 | 51.25 | 69.37 |
| Draw Down(%) | NA | 18.21 | 50.66 | 89.35 | NA | NA | NA | … | … | 2.00 | 36.38 | 34.34 | 35.25 | 60.08 | 79.60 |
| Yield(%) | 0.00 | 0.00 | 4.15 | 0.45 | 0.16 | 0.11 | 0.08 | … | … | 0.00 | 0.00 | 0.00 | 12.85 | 0.00 | 0.00 |
Data as of 03/31/2026, Common starting date is 02/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONTF (ON24 Inc) |
-44.54%
Mar 2021 – Mar 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 |
|---|---|---|---|---|
| ONTF (ON24 Inc) |
2.24%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart