Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
OWLT (Owlet, Inc.) -68.44% -12.80% 189.78% -10.38% NA NA NA
Data as of 06/04/2026, Common starting date is 01/20/2021
More Performance Analytics Comparison
Name Start Date End Date
OWLT (Owlet, Inc.) 01/20/2021 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 (%) -14.83 -12.80 189.78 -10.38 NA NA NA -68.44 248.99 -15.15 842.86 -79.03 -74.25
Sharpe Ratio NA 0.02 1.00 -0.09 NA NA NA -0.92 3.22 -0.30 3.04 -0.69 -0.79
Standard Deviation(%) NA 91.29 174.37 152.16 NA NA NA 104.11 78.71 73.28 281.34 116.08 96.11
Draw Down(%) NA 72.58 72.58 98.09 NA NA NA 72.58 46.36 51.45 69.23 89.25 75.31
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 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OWLT (Owlet, Inc.) -23.54%
Jul 2021 – Jul 2024
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NA
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Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OWLT (Owlet, Inc.) 214.87%
Feb 2023 – Feb 2026
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NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return