Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPLD (Upland Software, Inc.) | -46.15% | -59.04% | -37.74% | -54.65% | -20.00% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPLD (Upland Software, Inc.) | 11/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.48 | -59.04 | -37.74 | -54.65 | -20.00 | NA | NA | … | … | -46.15 | -64.75 | 7.80 | -40.67 | -60.26 | -60.91 | 28.51 | 33.44 | 25.48 | 142.01 | 26.95 | -26.26 | -11.56 |
| Sharpe Ratio | NA | -0.64 | -0.39 | -0.70 | -0.31 | NA | NA | … | … | -0.63 | -0.86 | 0.01 | -0.59 | -1.00 | -1.32 | 0.48 | 0.72 | 0.55 | 3.76 | 0.79 | -0.59 | -0.93 |
| Standard Deviation(%) | NA | 94.92 | 89.83 | 80.00 | 65.10 | NA | NA | … | … | 112.09 | 79.43 | 99.24 | 76.74 | 61.49 | 46.19 | 58.80 | 44.71 | 43.92 | 37.85 | 33.87 | 44.71 | 62.05 |
| Draw Down(%) | NA | 82.77 | 90.40 | 98.79 | 99.03 | NA | NA | … | … | 67.72 | 69.94 | 61.35 | 72.97 | 69.97 | 65.43 | 49.82 | 36.18 | 32.68 | 21.75 | 20.71 | 41.19 | 25.62 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPLD (Upland Software, Inc.) |
-64.81%
Apr 2021 – Apr 2024 |
-58.37%
Apr 2021 – Apr 2026 |
-21.62%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPLD (Upland Software, Inc.) |
87.22%
Apr 2016 – Apr 2019 |
51.42%
Feb 2016 – Feb 2021 |
-6.15%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart