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
SPT (Sprout Social, Inc.) -35.85% -66.93% -45.15% -37.23% NA NA NA
Data as of 06/05/2026, Common starting date is 12/13/2019
More Performance Analytics Comparison
Name Start Date End Date
SPT (Sprout Social, Inc.) 12/13/2019 06/05/2026
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 2014 2013 2012 2011 2010 2009 2008 2007 2006
Annualized Return (%) -3.34 -66.93 -45.15 -37.23 NA NA NA -35.85 -63.86 -50.02 8.82 -37.74 99.71 182.93 -3.31 0.00 -16.67 50.00 -50.00 14.29 -61.11 -62.50 -9.43 35.90 178.57 -94.07 -7.81 146.15
Sharpe Ratio NA -1.19 -0.80 -0.56 0.17 NA NA -0.95 -1.45 -0.80 0.08 -0.42 1.31 2.40 -2.95 0.00 -0.38 0.07 -0.29 -0.03 -0.42 -0.48 -0.21 0.13 0.77 -0.66 -0.32 5.58
Standard Deviation(%) NA 57.03 59.32 69.09 287.23 NA NA 69.48 46.60 69.40 55.59 94.52 75.84 75.67 18.57 NA 95.82 218.38 232.36 166.72 190.18 169.92 133.79 134.81 208.54 171.13 93.73 104.59
Draw Down(%) NA 77.78 92.46 96.54 97.56 NA NA 55.72 72.52 61.58 45.66 55.87 43.13 44.57 4.77 0.00 57.14 60.00 75.00 73.33 70.00 77.36 60.98 61.29 64.29 96.61 60.61 41.57
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
Data as of 06/05/2026, Common starting date is 12/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPT (Sprout Social, Inc.) -54.59%
Mar 2023 – Mar 2026
-38.15%
Apr 2021 – Apr 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SPT (Sprout Social, Inc.) 56.25%
Mar 2020 – Mar 2023
9.74%
Jan 2020 – Jan 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return