Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TOST (Toast, Inc.) | -28.98% | -39.72% | 4.72% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOST (Toast, Inc.) | 09/22/2021 | 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 (%) | 1.04 | -39.72 | 4.72 | NA | NA | NA | NA | … | … | -28.98 | -0.03 | 105.37 | 1.28 | -48.06 | -44.47 |
| Sharpe Ratio | NA | -0.90 | 0.07 | NA | NA | NA | NA | … | … | -1.03 | -0.06 | 2.06 | -0.05 | -0.61 | -1.06 |
| Standard Deviation(%) | NA | 45.75 | 49.91 | NA | NA | NA | NA | … | … | 53.97 | 45.83 | 48.55 | 60.74 | 81.23 | 82.92 |
| Draw Down(%) | NA | 54.71 | 54.71 | NA | NA | NA | NA | … | … | 39.09 | 33.87 | 20.53 | 48.39 | 63.47 | 49.63 |
| 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 06/04/2026, Common starting date is 09/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TOST (Toast, Inc.) |
-17.37%
Oct 2021 – Oct 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 |
|---|---|---|---|---|
| TOST (Toast, Inc.) |
50.70%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart