Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STGW (Stagwell Inc.) | 31.70% | 50.12% | -1.31% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STGW (Stagwell Inc.) | 08/03/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.13 | 50.12 | -1.31 | NA | NA | NA | NA | … | … | 31.70 | -24.32 | 0.15 | 6.76 | -28.37 | 56.22 |
| Sharpe Ratio | NA | 0.73 | 0.02 | NA | NA | NA | NA | … | … | 2.28 | -0.51 | -0.13 | 0.04 | -0.59 | 3.32 |
| Standard Deviation(%) | NA | 57.45 | 55.23 | NA | NA | NA | NA | … | … | 60.95 | 54.12 | 48.71 | 64.19 | 50.30 | 57.78 |
| Draw Down(%) | NA | 36.78 | 50.92 | NA | NA | NA | NA | … | … | 36.78 | 38.37 | 25.93 | 56.35 | 43.60 | 29.03 |
| 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 |
Data as of 06/05/2026, Common starting date is 08/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STGW (Stagwell Inc.) |
-17.39%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STGW (Stagwell Inc.) |
4.18%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart