Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PCOR (Procore Technologies, Inc.) | -30.37% | -24.78% | -7.93% | -9.05% | NA | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 05/21/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PCOR (Procore Technologies, Inc.) | 05/21/2021 | 06/03/2026 |
| 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 (%) | 8.04 | -24.78 | -7.93 | -9.05 | NA | NA | NA | … | … | -30.37 | -0.53 | 8.25 | 46.71 | -41.00 | -9.76 |
| Sharpe Ratio | NA | -0.61 | -0.20 | -0.27 | NA | NA | NA | … | … | -1.10 | -0.08 | 0.10 | 0.94 | -0.69 | -0.32 |
| Standard Deviation(%) | NA | 47.28 | 44.65 | 49.16 | NA | NA | NA | … | … | 57.61 | 45.25 | 37.95 | 45.48 | 61.87 | 48.83 |
| Draw Down(%) | NA | 42.22 | 47.93 | 61.31 | NA | NA | NA | … | … | 38.37 | 36.31 | 37.18 | 34.08 | 49.27 | 27.84 |
| 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 06/03/2026, Common starting date is 05/21/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PCOR (Procore Technologies, Inc.) |
-13.22%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| PCOR (Procore Technologies, Inc.) |
15.52%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart