Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STRA (Strategic Education, Inc.) | 1.94% | -8.90% | 5.43% | 5.12% | 7.70% | -1.49% | 0.82% | … | … |
Data as of 06/04/2026, Common starting date is 07/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STRA (Strategic Education, Inc.) | 07/25/1996 | 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 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.33 | -8.90 | 5.43 | 5.12 | 7.70 | -1.49 | 0.82 | … | … | 1.94 | -11.62 | 3.53 | 21.43 | 40.39 | -37.26 | -38.80 | 42.05 | 28.16 | 12.41 | 34.12 | -19.06 | 115.49 | -38.63 | -38.88 | -33.74 | -27.06 | 0.27 | 26.76 | 64.21 | 14.33 | -14.11 | 1.27 | 89.99 | 18.60 | 92.03 | 30.89 | -43.97 | 6.82 | 43.48 | 113.95 |
| Sharpe Ratio | NA | -0.46 | -0.05 | 0.06 | 0.15 | NA | NA | … | … | -0.24 | -0.44 | 0.00 | 0.68 | 1.03 | -1.08 | -0.64 | 1.31 | 0.83 | 0.41 | 0.84 | -0.46 | 2.31 | -0.86 | -0.80 | -0.60 | -0.62 | 0.00 | 0.55 | 2.12 | 0.40 | -0.47 | 0.01 | 3.26 | 0.47 | 2.02 | 0.31 | -0.81 | 0.07 | 0.65 | 12.27 |
| Standard Deviation(%) | NA | 32.66 | 33.12 | 33.80 | 36.92 | NA | NA | … | … | 39.82 | 32.92 | 35.02 | 26.46 | 37.98 | 34.59 | 60.75 | 30.97 | 32.58 | 28.85 | 40.46 | 41.14 | 49.94 | 45.18 | 49.04 | 55.96 | 43.61 | 43.73 | 46.40 | 28.91 | 27.59 | 34.80 | 30.52 | 27.42 | 36.76 | 45.35 | 86.25 | 58.61 | 48.08 | 61.41 | 38.10 |
| Draw Down(%) | NA | 19.99 | 38.05 | 38.05 | 71.86 | NA | NA | … | … | 15.75 | 27.59 | 29.39 | 32.99 | 17.45 | 43.20 | 54.71 | 34.88 | 30.22 | 18.27 | 28.43 | 43.78 | 19.84 | 46.94 | 59.42 | 52.65 | 50.87 | 34.54 | 26.31 | 12.00 | 15.02 | 31.41 | 28.53 | 11.87 | 28.43 | 31.49 | 41.17 | 62.62 | 33.44 | 44.91 | 10.71 |
| Yield(%) | 0.00 | 2.63 | 3.22 | 3.29 | 4.21 | 1.28 | 1.96 | … | … | 1.53 | 2.60 | 2.60 | 3.02 | 4.09 | 2.61 | 1.50 | 1.88 | 1.64 | 1.22 | 0.00 | 0.00 | 0.00 | 0.00 | 4.24 | 2.62 | 1.55 | 1.05 | 0.97 | 3.06 | 1.12 | 0.56 | 0.38 | 0.45 | 0.54 | 1.09 | 1.16 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRA (Strategic Education, Inc.) |
-41.01%
Jul 2010 – Jul 2013 |
-29.41%
Nov 2008 – Nov 2013 |
-9.51%
Jan 2004 – Jan 2014 |
-5.66%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STRA (Strategic Education, Inc.) |
65.15%
Sep 2000 – Sep 2003 |
42.89%
Sep 1999 – Sep 2004 |
29.13%
Apr 2000 – Apr 2010 |
13.76%
Aug 1996 – Aug 2011 |
Annualized Rolling Returns Comparison Chart