Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROOT (Root, Inc.) | -27.12% | -60.71% | 122.33% | -20.99% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/29/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROOT (Root, Inc.) | 10/29/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | -60.71 | 122.33 | -20.99 | NA | NA | NA | … | … | -27.12 | 0.90 | 596.56 | 133.41 | -91.89 | -80.27 | -39.11 |
| Sharpe Ratio | NA | -0.89 | 1.22 | -0.24 | NA | NA | NA | … | … | -0.91 | -0.02 | 5.05 | 1.26 | -0.95 | -1.03 | -1.05 |
| Standard Deviation(%) | NA | 68.95 | 100.61 | 96.83 | NA | NA | NA | … | … | 63.02 | 82.84 | 118.88 | 103.58 | 98.66 | 78.32 | 89.99 |
| Draw Down(%) | NA | 72.22 | 75.68 | 98.57 | NA | NA | NA | … | … | 45.72 | 61.15 | 56.78 | 52.86 | 92.92 | 87.56 | 46.09 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/29/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROOT (Root, Inc.) |
-71.84%
Jan 2021 – Jan 2024 |
-29.74%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROOT (Root, Inc.) |
152.44%
Dec 2022 – Dec 2025 |
-20.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart