Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRVA (Privia Health Group, Inc.) | -9.87% | -7.13% | -3.81% | -8.46% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/29/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRVA (Privia Health Group, Inc.) | 04/29/2021 | 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 (%) | -1.02 | -7.13 | -3.81 | -8.46 | NA | NA | NA | … | … | -9.87 | 23.43 | -13.81 | 1.41 | -12.21 | -25.55 |
| Sharpe Ratio | NA | -0.23 | -0.19 | -0.22 | NA | NA | NA | … | … | -0.67 | 0.66 | -0.47 | -0.06 | -0.21 | -0.55 |
| Standard Deviation(%) | NA | 31.82 | 39.61 | 48.98 | NA | NA | NA | … | … | 35.31 | 31.57 | 43.42 | 44.81 | 65.39 | 64.74 |
| Draw Down(%) | NA | 24.17 | 44.29 | 67.33 | NA | NA | NA | … | … | 19.63 | 26.59 | 32.14 | 31.77 | 48.13 | 57.08 |
| 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 04/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRVA (Privia Health Group, Inc.) |
-26.83%
Jun 2021 – Jun 2024 |
-8.05%
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 |
|---|---|---|---|---|
| PRVA (Privia Health Group, Inc.) |
2.40%
Jan 2022 – Jan 2025 |
-8.05%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart