Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TRIP (Tripadvisor, Inc.) | -17.93% | -17.24% | -9.81% | -21.95% | -14.26% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/07/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TRIP (Tripadvisor, Inc.) | 12/07/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.63 | -17.24 | -9.81 | -21.95 | -14.26 | NA | NA | … | … | -17.93 | -4.67 | -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 | -0.49 | -0.25 | -0.51 | -0.30 | NA | NA | … | … | -0.91 | -0.14 | -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 | 52.99 | 52.36 | 52.06 | 52.85 | NA | NA | … | … | 55.10 | 56.04 | 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 | 51.72 | 67.65 | 78.73 | 84.86 | NA | NA | … | … | 37.74 | 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 | 0.55 | 0.96 | 0.72 | … | … | 0.00 | 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 06/04/2026, Common starting date 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 |
-27.65%
Mar 2021 – Mar 2026 |
-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