Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RDFN (Redfin Corp) | NA | 91.28% | 10.74% | -23.21% | NA | NA | NA | … | … |
Data as of 06/30/2025, Common starting date is 07/11/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RDFN (Redfin Corp) | 07/11/2017 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | 91.28 | 10.74 | -23.21 | NA | NA | NA | … | … | 42.19 | -20.54 | 143.40 | -88.96 | -44.06 | 224.65 | 47.22 | -54.02 | 97.85 |
| Sharpe Ratio | NA | 0.90 | 0.08 | -0.30 | NA | NA | NA | … | … | 1.04 | -0.35 | 1.48 | -0.93 | -0.69 | 2.51 | 0.96 | -1.08 | 3.76 |
| Standard Deviation(%) | NA | 92.36 | 91.30 | 84.38 | NA | NA | NA | … | … | 98.36 | 79.13 | 95.19 | 97.14 | 64.36 | 88.95 | 48.32 | 51.09 | 84.67 |
| Draw Down(%) | NA | 59.72 | 74.37 | 96.61 | NA | NA | NA | … | … | 35.26 | 49.81 | 72.60 | 91.60 | 60.71 | 68.15 | 34.20 | 55.56 | 35.80 |
| 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 |
Data as of 06/30/2025, Common starting date is 07/11/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDFN (Redfin Corp) |
-57.04%
Apr 2021 – Apr 2024 |
-32.96%
Dec 2017 – Dec 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RDFN (Redfin Corp) |
54.37%
Feb 2018 – Feb 2021 |
-5.74%
Sep 2019 – Sep 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart