Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TOST (Toast, Inc.) | 33.61% | 94.88% | 50.21% | NA | NA | NA | NA | -7.98% |
Data as of 07/25/2025, AR inception is 09/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TOST (Toast, Inc.) | 09/22/2021 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.69 | 94.88 | 50.21 | NA | NA | NA | NA | -7.98 | 33.61 | 105.37 | 1.28 | -48.06 | -44.47 |
| Sharpe Ratio | NA | 1.95 | 0.84 | NA | NA | NA | NA | -0.14 | 1.31 | 2.06 | -0.05 | -0.61 | -1.06 |
| Standard Deviation(%) | NA | 47.11 | 56.08 | NA | NA | NA | NA | 64.42 | 49.29 | 48.55 | 60.74 | 81.23 | 82.92 |
| Draw Down(%) | NA | 31.03 | 48.39 | NA | NA | NA | NA | 80.56 | 28.47 | 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 07/25/2025, AR inception 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