Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UP (Wheels Up Experience Inc.) | -40.76% | -73.03% | -45.77% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/13/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UP (Wheels Up Experience Inc.) | 07/13/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.74 | -73.03 | -45.77 | NA | NA | NA | NA | … | … | -40.76 | -60.00 | -51.90 | -66.70 | -77.80 | -56.43 |
| Sharpe Ratio | NA | -0.50 | -0.35 | NA | NA | NA | NA | … | … | -0.45 | -0.54 | -0.51 | -0.38 | -1.00 | -1.03 |
| Standard Deviation(%) | NA | 133.36 | 144.40 | NA | NA | NA | NA | … | … | 144.45 | 115.81 | 108.65 | 184.13 | 79.06 | 80.24 |
| Draw Down(%) | NA | 92.39 | 95.63 | NA | NA | NA | NA | … | … | 77.18 | 81.82 | 66.94 | 93.27 | 78.88 | 64.07 |
| 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 06/04/2026, Common starting date is 07/13/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UP (Wheels Up Experience Inc.) |
-70.05%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| UP (Wheels Up Experience Inc.) |
-45.71%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart