Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TRIP (Tripadvisor, Inc.) | 21.87% | 0.33% | 0.71% | -0.94% | -12.74% | NA | NA | -1.31% |
Data as of 07/11/2025, AR inception is 12/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIP (Tripadvisor, Inc.) | 12/07/2011 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.83 | 0.33 | 0.71 | -0.94 | -12.74 | NA | NA | -1.31 | 21.87 | -31.40 | 19.74 | -34.04 | -5.28 | -5.27 | -27.66 | 56.56 | -25.70 | -45.60 | 14.19 | -9.87 | 97.59 | 66.28 | -8.15 |
| Sharpe Ratio | NA | -0.05 | -0.05 | -0.07 | -0.27 | NA | NA | -0.05 | 0.69 | -0.73 | 0.38 | -0.61 | -0.09 | -0.07 | -0.65 | 1.19 | -0.62 | -1.12 | 0.31 | -0.24 | 2.82 | 1.34 | -0.96 |
| Standard Deviation(%) | NA | 56.16 | 52.16 | 54.32 | 52.45 | NA | NA | 50.20 | 63.02 | 53.82 | 40.77 | 58.56 | 56.59 | 74.37 | 44.88 | 46.60 | 42.77 | 41.03 | 45.22 | 41.20 | 34.64 | 49.99 | 77.19 |
| Draw Down(%) | NA | 42.04 | 62.64 | 82.52 | 85.32 | NA | NA | 87.57 | 42.04 | 54.66 | 43.56 | 42.77 | 60.53 | 54.16 | 48.92 | 27.47 | 43.20 | 45.71 | 32.65 | 37.82 | 14.77 | 36.58 | 18.92 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.44 | 0.96 | 0.72 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 7.26 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 12/07/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIP (Tripadvisor, Inc.) |
-29.42%
Jun 2014 - Jun 2017 |
-23.12%
Mar 2015 - Mar 2020 |
-15.39%
Aug 2014 - Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TRIP (Tripadvisor, Inc.) |
40.43%
Feb 2012 - Feb 2015 |
9.95%
Jan 2012 - Jan 2017 |
0.58%
Jan 2012 - Jan 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart