Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPST (Upstart Holdings, Inc.) | -26.21% | -36.30% | 4.56% | -27.76% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/17/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPST (Upstart Holdings, Inc.) | 12/17/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.28 | -36.30 | 4.56 | -27.76 | NA | NA | NA | … | … | -26.21 | -22.90 | 66.37 | 209.08 | -91.26 | 271.29 | 13.92 |
| Sharpe Ratio | NA | -0.42 | 0.08 | -0.27 | NA | NA | NA | … | … | -0.67 | -0.32 | 0.66 | 1.78 | -0.65 | 2.13 | 23.45 |
| Standard Deviation(%) | NA | 71.28 | 91.67 | 105.52 | NA | NA | NA | … | … | 73.61 | 82.01 | 91.55 | 116.57 | 141.83 | 127.09 | 159.79 |
| Draw Down(%) | NA | 71.21 | 72.72 | 96.90 | NA | NA | NA | … | … | 52.23 | 60.80 | 47.04 | 71.05 | 92.25 | 66.28 | 18.75 |
| 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 |
Data as of 06/04/2026, Common starting date is 12/17/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPST (Upstart Holdings, Inc.) |
-49.81%
Sep 2021 – Sep 2024 |
-27.59%
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 |
|---|---|---|---|---|
| UPST (Upstart Holdings, Inc.) |
49.77%
Jul 2022 – Jul 2025 |
-8.79%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart