Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OSCR (Oscar Health, Inc.) | 64.23% | 66.78% | 41.67% | -1.69% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OSCR (Oscar Health, Inc.) | 03/04/2021 | 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 (%) | 5.69 | 66.78 | 41.67 | -1.69 | NA | NA | NA | … | … | 64.23 | 10.94 | 46.89 | 271.95 | -68.66 | -75.52 |
| Sharpe Ratio | NA | 0.77 | 0.62 | -0.06 | NA | NA | NA | … | … | 3.08 | 0.10 | 0.62 | 3.26 | -0.88 | -1.05 |
| Standard Deviation(%) | NA | 75.87 | 71.66 | 78.39 | NA | NA | NA | … | … | 61.05 | 81.95 | 71.65 | 83.36 | 79.79 | 77.30 |
| Draw Down(%) | NA | 51.71 | 53.39 | 92.65 | NA | NA | NA | … | … | 38.80 | 42.01 | 42.53 | 49.58 | 79.02 | 79.28 |
| 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 |
Data as of 06/04/2026, Common starting date is 03/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OSCR (Oscar Health, Inc.) |
-9.72%
Jun 2021 – Jun 2024 |
-4.08%
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 |
|---|---|---|---|---|
| OSCR (Oscar Health, Inc.) |
84.10%
Nov 2022 – Nov 2025 |
-2.51%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart