Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTON (Peloton Interactive, Inc.) | 0.16% | -17.40% | -8.97% | -43.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/27/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTON (Peloton Interactive, Inc.) | 09/27/2019 | 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 (%) | 2.15 | -17.40 | -8.97 | -43.05 | NA | NA | NA | … | … | 0.16 | -30.34 | 54.19 | -23.30 | -77.80 | -76.43 | 434.23 | 12.52 |
| Sharpe Ratio | NA | -0.19 | -0.07 | -0.53 | NA | NA | NA | … | … | 0.10 | -0.47 | 0.54 | -0.34 | -0.74 | -0.97 | 5.74 | 0.81 |
| Standard Deviation(%) | NA | 68.30 | 79.37 | 86.34 | NA | NA | NA | … | … | 73.43 | 71.42 | 88.49 | 81.03 | 107.23 | 78.75 | 75.06 | 70.41 |
| Draw Down(%) | NA | 58.78 | 70.55 | 97.73 | NA | NA | NA | … | … | 47.00 | 50.74 | 57.14 | 74.68 | 82.13 | 79.36 | 41.71 | 26.71 |
| 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 09/27/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTON (Peloton Interactive, Inc.) |
-69.91%
Jun 2021 – Jun 2024 |
-49.34%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTON (Peloton Interactive, Inc.) |
9.10%
Sep 2022 – Sep 2025 |
-18.66%
Oct 2019 – Oct 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart