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
SLQT (SelectQuote, Inc.) -29.08% -54.34% -19.54% -44.95% NA NA NA
Data as of 06/04/2026, Common starting date is 05/22/2020
More Performance Analytics Comparison
Name Start Date End Date
SLQT (SelectQuote, Inc.) 05/22/2020 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 (%) -5.66 -54.34 -19.54 -44.95 NA NA NA -29.08 -63.17 171.53 104.48 -92.60 -56.34 -21.70
Sharpe Ratio NA -0.59 -0.23 -0.44 NA NA NA -0.50 -0.82 1.66 0.82 -0.74 -0.64 -0.62
Standard Deviation(%) NA 95.82 91.96 109.53 NA NA NA 119.39 81.62 99.09 123.52 127.85 88.37 53.59
Draw Down(%) NA 78.07 90.25 97.56 NA NA NA 65.70 78.02 57.64 64.98 94.37 75.56 41.27
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 05/22/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLQT (SelectQuote, Inc.) -63.53%
Apr 2021 – Apr 2024
-53.67%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SLQT (SelectQuote, Inc.) 45.88%
Oct 2022 – Oct 2025
-34.15%
Aug 2020 – Aug 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return