Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PATH (UiPath Inc.) | -28.80% | -10.57% | -15.58% | -31.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PATH (UiPath Inc.) | 04/21/2021 | 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 (%) | 0.78 | -10.57 | -15.58 | -31.21 | NA | NA | NA | … | … | -28.80 | 32.49 | -48.15 | 95.44 | -70.53 | -37.49 |
| Sharpe Ratio | NA | -0.20 | -0.21 | -0.54 | NA | NA | NA | … | … | -0.97 | 0.51 | -0.94 | 1.49 | -0.87 | -0.87 |
| Standard Deviation(%) | NA | 61.12 | 59.15 | 64.15 | NA | NA | NA | … | … | 60.02 | 59.55 | 58.26 | 62.02 | 83.18 | 56.39 |
| Draw Down(%) | NA | 51.37 | 65.10 | 88.42 | NA | NA | NA | … | … | 47.42 | 35.55 | 60.01 | 28.92 | 75.95 | 53.23 |
| 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 04/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PATH (UiPath Inc.) |
-46.45%
May 2021 – May 2024 |
-31.87%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PATH (UiPath Inc.) |
8.85%
Dec 2022 – Dec 2025 |
-31.87%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart