Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMAR (Smartsheet Inc) | NA | 22.10% | -0.65% | 4.04% | NA | NA | NA | … | … |
Data as of 01/21/2025, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMAR (Smartsheet Inc) | 04/27/2018 | 01/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.20 | 22.10 | -0.65 | 4.04 | NA | NA | NA | … | … | 0.79 | 17.06 | 21.49 | -49.18 | 11.78 | 54.25 | 80.69 | 27.49 | -2.22 | 113.67 | 174.72 | -51.09 | 30.95 | 10.53 | -39.68 | -5.97 | 76.32 | -66.96 | 21.05 | -38.71 | -78.17 | -43.20 | 9.17 | 8.02 | -24.29 | -64.65 |
| Sharpe Ratio | NA | 0.53 | -0.09 | 0.03 | 0.01 | NA | NA | … | … | 6.09 | 0.34 | 0.36 | -0.70 | 0.24 | 0.82 | 1.19 | 0.27 | -0.07 | 1.49 | 2.57 | -1.54 | 0.20 | -0.09 | -1.12 | -0.63 | 0.83 | -1.31 | -0.02 | -1.87 | -1.48 | -1.92 | -0.21 | -0.24 | -0.68 | -1.78 |
| Standard Deviation(%) | NA | 30.08 | 52.39 | 54.89 | 120.30 | NA | NA | … | … | 2.21 | 31.22 | 47.91 | 72.01 | 49.04 | 65.26 | 48.08 | 68.71 | 330.76 | 52.91 | 60.80 | 45.16 | 63.21 | 85.87 | 51.85 | 39.26 | 69.15 | 65.79 | 42.66 | 32.77 | 67.05 | 32.65 | 48.35 | 49.86 | 67.44 | 49.97 |
| Draw Down(%) | NA | 23.66 | 59.74 | 69.28 | 90.99 | NA | NA | … | … | 0.12 | 24.69 | 26.73 | 66.52 | 38.21 | 38.09 | 36.66 | 35.55 | 90.90 | 23.08 | 25.42 | 54.39 | 31.67 | 66.67 | 62.35 | 29.55 | 42.24 | 72.22 | 34.42 | 51.09 | 82.70 | 44.00 | 32.23 | 38.03 | 55.36 | 66.68 |
| 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 | 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 01/21/2025, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAR (Smartsheet Inc) |
-15.55%
Jul 2019 – Jul 2022 |
-2.95%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMAR (Smartsheet Inc) |
49.99%
Jul 2018 – Jul 2021 |
15.61%
Jul 2018 – Jul 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart