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
TASK (TaskUs, Inc.) -22.56% -45.27% -7.43% NA NA NA NA
Data as of 06/04/2026, Common starting date is 06/11/2021
More Performance Analytics Comparison
Name Start Date End Date
TASK (TaskUs, Inc.) 06/11/2021 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
Annualized Return (%) -5.71 -45.27 -7.43 NA NA NA NA -22.56 -30.40 29.61 -22.66 -68.68 73.56
Sharpe Ratio NA -1.17 -0.15 NA NA NA NA -0.87 -0.78 0.46 -0.47 -0.75 1.96
Standard Deviation(%) NA 38.00 50.86 NA NA NA NA 46.50 42.86 56.57 56.50 94.11 85.63
Draw Down(%) NA 53.74 55.52 NA NA NA NA 29.03 40.86 31.12 60.94 74.46 54.72
Yield(%) 0.00 21.88 10.57 2.35 1.17 0.78 0.59 31.96 0.00 0.00 0.00 0.00 0.00
Data as of 06/04/2026, Common starting date is 06/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TASK (TaskUs, Inc.) -42.04%
Sep 2021 – Sep 2024
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
TASK (TaskUs, Inc.) 5.60%
Aug 2022 – Aug 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return