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
THRY (Thryv Holdings, Inc.) -37.19% -71.96% -45.81% -32.59% NA NA NA
Data as of 06/04/2026, Common starting date is 04/19/2018
More Performance Analytics Comparison
Name Start Date End Date
THRY (Thryv Holdings, Inc.) 04/19/2018 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
Annualized Return (%) -2.81 -71.96 -45.81 -32.59 NA NA NA -37.19 -58.78 -27.08 7.11 -53.81 204.67 26.46 3.14 18.29
Sharpe Ratio NA -0.78 -0.72 -0.61 NA NA NA -0.55 -0.96 -0.70 0.09 -1.36 2.87 0.28 0.56 1.41
Standard Deviation(%) NA 95.24 66.72 58.62 NA NA NA 125.61 64.54 48.09 32.82 40.54 71.31 94.51 3.09 18.20
Draw Down(%) NA 84.84 91.93 94.96 NA NA NA 65.29 73.21 43.94 36.41 57.84 35.89 45.06 0.00 5.91
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
Data as of 06/04/2026, Common starting date is 04/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
THRY (Thryv Holdings, Inc.) -54.00%
Feb 2023 – Feb 2026
-36.03%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
THRY (Thryv Holdings, Inc.) 32.58%
Jun 2020 – Jun 2023
5.72%
May 2018 – May 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return