Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHR (Phreesia, Inc.) | -42.73% | -61.58% | -33.47% | -28.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/19/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHR (Phreesia, Inc.) | 07/19/2019 | 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 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.54 | -61.58 | -33.47 | -28.98 | NA | NA | NA | … | … | -42.73 | -32.35 | 11.27 | -28.46 | -22.32 | -23.22 | 103.68 | 11.00 |
| Sharpe Ratio | NA | -1.04 | -0.59 | -0.49 | NA | NA | NA | … | … | -1.09 | -0.70 | 0.09 | -0.53 | -0.31 | -0.43 | 1.66 | 0.48 |
| Standard Deviation(%) | NA | 59.81 | 58.15 | 61.21 | NA | NA | NA | … | … | 69.36 | 50.81 | 53.11 | 61.72 | 76.19 | 54.30 | 61.93 | 51.46 |
| Draw Down(%) | NA | 75.24 | 76.65 | 89.24 | NA | NA | NA | … | … | 54.00 | 52.60 | 37.49 | 68.62 | 68.06 | 50.48 | 51.39 | 21.92 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/19/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHR (Phreesia, Inc.) |
-36.23%
Oct 2021 – Oct 2024 |
-30.61%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHR (Phreesia, Inc.) |
15.37%
Mar 2020 – Mar 2023 |
3.98%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart