Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
TWOU (2U Inc) NA -99.59% -93.52% -77.64% -52.70% NA NA
Data as of 10/09/2024, Common starting date is 03/28/2014
More Performance Analytics Comparison
Name Start Date End Date
TWOU (2U Inc) 03/28/2014 10/09/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) 0.00 -99.59 -93.52 -77.64 -52.70 NA NA -99.28 -80.38 -68.76 -49.84 66.78 -51.75 -22.93 113.96 7.76 42.32 40.63
Sharpe Ratio NA -0.44 -0.59 -0.59 -0.51 NA NA -0.43 -0.64 -0.60 -1.02 0.78 -0.45 -0.54 3.69 0.18 0.87 0.95
Standard Deviation(%) NA 241.19 164.72 135.06 105.78 NA NA 251.25 133.43 117.56 48.90 84.79 117.33 44.66 30.92 41.20 48.79 59.21
Draw Down(%) NA 99.81 99.99 99.99 99.99 NA NA 99.60 92.66 77.45 64.00 56.26 82.83 53.37 15.25 44.75 48.54 31.01
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 0.00 0.00 0.00 0.00 0.00
Data as of 10/09/2024, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWOU (2U Inc) -93.55%
Sep 2021 – Sep 2024
-77.69%
Sep 2019 – Sep 2024
-52.56%
Sep 2014 – Sep 2024
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWOU (2U Inc) 64.84%
Feb 2015 – Feb 2018
32.31%
Apr 2014 – Apr 2019
-32.58%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return