Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VERX (Vertex, Inc.) | -34.10% | -68.23% | -15.07% | -6.32% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VERX (Vertex, Inc.) | 07/30/2020 | 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 (%) | 4.11 | -68.23 | -15.07 | -6.32 | NA | NA | NA | … | … | -34.10 | -61.93 | 95.66 | 85.67 | -8.57 | -54.46 | 44.01 |
| Sharpe Ratio | NA | -1.20 | -0.33 | -0.18 | NA | NA | NA | … | … | -0.94 | -1.30 | 1.95 | 1.59 | -0.16 | -0.93 | 2.69 |
| Standard Deviation(%) | NA | 57.31 | 51.68 | 53.66 | NA | NA | NA | … | … | 69.10 | 50.52 | 46.28 | 51.78 | 62.22 | 58.58 | 50.60 |
| Draw Down(%) | NA | 74.21 | 81.68 | 81.68 | NA | NA | NA | … | … | 46.11 | 67.60 | 16.80 | 22.71 | 42.88 | 59.29 | 25.40 |
| 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 07/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERX (Vertex, Inc.) |
-16.86%
Mar 2023 – Mar 2026 |
-13.98%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VERX (Vertex, Inc.) |
58.48%
Jan 2022 – Jan 2025 |
1.51%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart