Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEMR (Semrush Holdings, Inc.) | 0.93% | 17.65% | 8.02% | -5.90% | NA | NA | NA | … | … |
Data as of 04/27/2026, Common starting date is 03/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEMR (Semrush Holdings, Inc.) | 03/25/2021 | 04/27/2026 |
| 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 (%) | 0.08 | 17.65 | 8.02 | -5.90 | NA | NA | NA | … | … | 0.93 | -0.17 | -13.32 | 67.81 | -60.96 | 85.83 |
| Sharpe Ratio | NA | 0.20 | 0.08 | -0.13 | NA | NA | NA | … | … | 0.16 | -0.04 | -0.43 | 1.24 | -0.89 | 1.68 |
| Standard Deviation(%) | NA | 68.42 | 57.11 | 62.17 | NA | NA | NA | … | … | 2.79 | 79.56 | 44.02 | 51.82 | 70.23 | 73.08 |
| Draw Down(%) | NA | 38.47 | 63.26 | 78.45 | NA | NA | NA | … | … | 1.26 | 63.26 | 26.11 | 30.41 | 65.28 | 39.97 |
| 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 04/27/2026, Common starting date is 03/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMR (Semrush Holdings, Inc.) |
-19.68%
Aug 2021 – Aug 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEMR (Semrush Holdings, Inc.) |
13.90%
Feb 2023 – Feb 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart