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
UDMY (Udemy, Inc.) 1,268.72% 941.22% 94.87% NA NA NA NA
Data as of 06/03/2026, Common starting date is 10/29/2021
More Performance Analytics Comparison
Name Start Date End Date
UDMY (Udemy, Inc.) 10/29/2021 06/03/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021
Annualized Return (%) -0.17 941.22 94.87 NA NA NA NA 1,268.72 -27.70 -45.28 39.62 -46.01 -28.95
Sharpe Ratio NA 3.44 0.56 NA NA NA NA 133.75 -0.53 -1.08 0.66 -0.68 -1.17
Standard Deviation(%) NA 290.24 173.55 NA NA NA NA 451.64 58.07 48.34 53.89 69.82 73.83
Draw Down(%) NA 44.73 73.37 NA NA NA NA 27.35 51.39 52.55 35.82 48.82 45.05
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
Data as of 06/03/2026, Common starting date is 10/29/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UDMY (Udemy, Inc.) -33.84%
Nov 2021 – Nov 2024
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
UDMY (Udemy, Inc.) 100.17%
May 2023 – May 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return