Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| REDWX (ASPIRATION REDWOOD FUND ASPIRATION REDWOOD FUND) | 4.99% | 18.74% | 14.73% | 7.84% | 12.93% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/17/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REDWX (ASPIRATION REDWOOD FUND ASPIRATION REDWOOD FUND) | 11/17/2015 | 06/05/2026 |
| 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 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.24 | 18.74 | 14.73 | 7.84 | 12.93 | NA | NA | … | … | 4.99 | 5.93 | 7.91 | 23.23 | -20.31 | 26.83 | 16.10 | 37.30 | -8.58 | 22.50 | 16.98 | -4.10 |
| Sharpe Ratio | NA | 1.75 | 0.82 | 0.34 | 0.57 | NA | NA | … | … | 1.35 | 0.14 | 0.30 | 1.41 | -0.85 | 1.81 | 0.38 | 2.23 | -0.54 | 2.52 | 1.01 | -1.77 |
| Standard Deviation(%) | NA | 12.99 | 15.79 | 17.95 | 20.59 | NA | NA | … | … | 14.54 | 22.06 | 14.49 | 14.04 | 25.67 | 14.85 | 41.11 | 16.04 | 18.59 | 8.71 | 16.58 | 16.80 |
| Draw Down(%) | NA | 13.47 | 18.91 | 26.04 | 40.98 | NA | NA | … | … | 13.47 | 18.20 | 11.67 | 11.67 | 25.82 | 5.54 | 40.98 | 9.09 | 22.88 | 3.39 | 14.70 | 6.71 |
| Yield(%) | 0.00 | 12.61 | 7.97 | 6.49 | 9.10 | 6.00 | 4.50 | … | … | 0.00 | 13.15 | 7.65 | 0.54 | 1.86 | 11.67 | 0.00 | 11.37 | 8.05 | 5.40 | 5.84 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/17/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REDWX (ASPIRATION REDWOOD FUND ASPIRATION REDWOOD FUND) |
-0.34%
Mar 2017 – Mar 2020 |
6.17%
Mar 2021 – Mar 2026 |
12.05%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REDWX (ASPIRATION REDWOOD FUND ASPIRATION REDWOOD FUND) |
26.45%
Dec 2018 – Dec 2021 |
19.20%
Feb 2016 – Feb 2021 |
13.73%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart