Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PHUN (Phunware, Inc.) | 8.65% | -33.22% | -59.38% | -50.98% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2016
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PHUN (Phunware, Inc.) | 10/28/2016 | 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 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | -33.22 | -59.38 | -50.98 | NA | NA | NA | … | … | 8.65 | -63.08 | 43.25 | -89.61 | -70.72 | 108.73 | 5.88 | -91.65 | 39.67 | 2.10 | 1.21 |
| Sharpe Ratio | NA | -0.59 | -0.40 | -0.34 | NA | NA | NA | … | … | 0.45 | -1.00 | 0.15 | -1.12 | -0.72 | 0.50 | 0.04 | -0.35 | 1.17 | 0.28 | 1.85 |
| Standard Deviation(%) | NA | 58.42 | 155.81 | 157.25 | NA | NA | NA | … | … | 54.05 | 66.37 | 249.68 | 83.79 | 99.87 | 216.92 | 146.24 | 267.89 | 32.79 | 5.31 | 3.79 |
| Draw Down(%) | NA | 56.87 | 94.84 | 99.63 | NA | NA | NA | … | … | 21.18 | 70.33 | 86.60 | 93.75 | 78.77 | 73.03 | 62.13 | 99.64 | 12.64 | 2.63 | 1.00 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2016
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHUN (Phunware, Inc.) |
-80.44%
Jan 2019 – Jan 2022 |
-74.52%
Jan 2019 – Jan 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PHUN (Phunware, Inc.) |
6.66%
Jan 2020 – Jan 2023 |
-21.45%
Feb 2017 – Feb 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart