Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SFIX (Stitch Fix, Inc.) -34.67% -28.24% -0.10% -42.79% NA NA NA
Data as of 06/03/2026, Common starting date is 11/17/2017
More Performance Analytics Comparison
Name Start Date End Date
SFIX (Stitch Fix, Inc.) 11/17/2017 06/03/2026
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
Annualized Return (%) -2.83 -28.24 -0.10 -42.79 NA NA NA -34.67 20.42 16.25 14.79 -83.56 -67.78 128.84 48.74 -33.84 70.50
Sharpe Ratio NA -0.35 -0.03 -0.51 NA NA NA -1.02 0.27 0.09 0.12 -0.84 -0.83 1.57 0.84 -0.42 101.40
Standard Deviation(%) NA 61.16 84.17 86.67 NA NA NA 62.50 65.48 104.64 87.41 101.10 81.95 81.21 57.18 84.56 119.05
Draw Down(%) NA 47.51 58.90 96.82 NA NA NA 45.74 49.73 54.60 49.82 85.75 83.14 60.98 47.04 67.34 13.17
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 0.00
Data as of 06/03/2026, Common starting date is 11/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SFIX (Stitch Fix, Inc.) -67.75%
Jan 2021 – Jan 2024
-46.55%
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
SFIX (Stitch Fix, Inc.) 66.52%
Jan 2018 – Jan 2021
-23.86%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return