Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SHOP (Shopify Inc.) | -27.91% | 12.03% | 24.65% | -0.76% | 44.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SHOP (Shopify Inc.) | 05/21/2015 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.88 | 12.03 | 24.65 | -0.76 | 44.13 | NA | NA | … | … | -27.91 | 60.66 | 38.87 | 124.43 | -74.80 | 21.68 | 184.71 | 187.17 | 37.08 | 135.60 | 66.16 | 0.47 |
| Sharpe Ratio | NA | 0.13 | 0.41 | -0.05 | 0.74 | NA | NA | … | … | -0.84 | 1.00 | 0.62 | 2.12 | -0.81 | 0.46 | 2.72 | 4.30 | 0.66 | 3.13 | 1.42 | 0.01 |
| Standard Deviation(%) | NA | 56.46 | 56.16 | 65.06 | 58.87 | NA | NA | … | … | 65.35 | 58.88 | 52.88 | 57.45 | 94.27 | 46.78 | 67.39 | 43.15 | 54.37 | 43.41 | 46.47 | 64.92 |
| Draw Down(%) | NA | 46.71 | 46.71 | 84.82 | 84.82 | NA | NA | … | … | 43.37 | 40.54 | 42.39 | 34.06 | 81.36 | 29.45 | 40.67 | 29.79 | 31.47 | 24.70 | 25.08 | 39.42 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHOP (Shopify Inc.) |
-25.83%
Jul 2021 – Jul 2024 |
-1.18%
Feb 2021 – Feb 2026 |
41.72%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SHOP (Shopify Inc.) |
123.79%
Dec 2017 – Dec 2020 |
124.67%
Feb 2016 – Feb 2021 |
51.19%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart