Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UBER (Uber Technologies, Inc.) | -11.63% | -13.47% | 21.34% | 7.55% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/13/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UBER (Uber Technologies, Inc.) | 05/13/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.82 | -13.47 | 21.34 | 7.55 | NA | NA | NA | … | … | -11.63 | 34.71 | -0.71 | 148.97 | -41.02 | -17.78 | 71.49 | -19.84 |
| Sharpe Ratio | NA | -0.60 | 0.52 | 0.09 | NA | NA | NA | … | … | -0.98 | 0.85 | -0.18 | 4.08 | -0.67 | -0.38 | 0.97 | -0.69 |
| Standard Deviation(%) | NA | 32.11 | 36.99 | 44.50 | NA | NA | NA | … | … | 33.79 | 38.17 | 39.91 | 35.92 | 63.76 | 46.46 | 72.73 | 44.00 |
| Draw Down(%) | NA | 30.89 | 30.89 | 60.45 | NA | NA | NA | … | … | 21.02 | 20.94 | 30.59 | 19.66 | 53.94 | 43.45 | 64.09 | 43.96 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/13/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBER (Uber Technologies, Inc.) |
-23.88%
Jun 2019 – Jun 2022 |
5.70%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UBER (Uber Technologies, Inc.) |
65.83%
Jun 2022 – Jun 2025 |
24.59%
Jun 2020 – Jun 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart