Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREE (LendingTree, Inc.) | -31.70% | 2.75% | 22.28% | -28.86% | -8.49% | 13.97% | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/12/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREE (LendingTree, Inc.) | 08/12/2008 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.70 | 2.75 | 22.28 | -28.86 | -8.49 | 13.97 | NA | … | … | -31.70 | 40.44 | 27.80 | 42.15 | -82.60 | -55.22 | -9.77 | 38.20 | -35.51 | 235.92 | 13.52 | 84.69 | 47.20 | 82.14 | 242.21 | -40.85 | 3.28 | 251.92 | -64.48 |
| Sharpe Ratio | NA | 0.07 | 0.31 | -0.42 | -0.14 | NA | NA | … | … | -0.69 | 0.56 | 0.32 | 0.47 | -1.08 | -1.00 | -0.15 | 0.92 | -0.66 | 5.76 | 0.20 | 1.27 | 1.29 | 2.43 | 5.48 | -0.81 | 0.07 | 3.08 | -0.58 |
| Standard Deviation(%) | NA | 67.31 | 74.78 | 73.81 | 64.27 | NA | NA | … | … | 83.99 | 68.51 | 74.77 | 82.09 | 77.70 | 55.20 | 67.27 | 39.88 | 56.02 | 41.12 | 67.35 | 66.51 | 36.50 | 33.72 | 44.83 | 50.49 | 44.03 | 81.71 | 161.09 |
| Draw Down(%) | NA | 56.55 | 62.85 | 95.38 | 97.59 | NA | NA | … | … | 51.12 | 39.29 | 38.26 | 77.31 | 87.13 | 69.70 | 60.04 | 34.49 | 53.76 | 15.25 | 38.42 | 35.34 | 32.63 | 18.41 | 20.19 | 49.84 | 36.30 | 50.81 | 84.74 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.22 | 0.67 | … | … | 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 | 17.81 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 08/12/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREE (LendingTree, Inc.) |
-65.55%
Oct 2020 – Oct 2023 |
-42.54%
Dec 2017 – Dec 2022 |
-8.25%
Feb 2016 – Feb 2026 |
8.53%
Sep 2008 – Sep 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREE (LendingTree, Inc.) |
109.35%
Dec 2011 – Dec 2014 |
83.92%
Jan 2013 – Jan 2018 |
65.15%
Nov 2008 – Nov 2018 |
18.26%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart