Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WALD (Waldencast plc) | -8.51% | -27.43% | -44.20% | -29.75% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WALD (Waldencast plc) | 05/14/2021 | 06/05/2026 |
| 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 (%) | 39.84 | -27.43 | -44.20 | -29.75 | NA | NA | NA | … | … | -8.51 | -50.50 | -63.25 | 20.62 | -8.84 | 1.02 |
| Sharpe Ratio | NA | -0.62 | -0.66 | -0.53 | NA | NA | NA | … | … | -0.64 | -0.69 | -0.96 | 0.22 | -0.19 | 0.16 |
| Standard Deviation(%) | NA | 90.03 | 81.02 | 69.48 | NA | NA | NA | … | … | 105.25 | 77.73 | 73.77 | 73.64 | 53.00 | 9.90 |
| Draw Down(%) | NA | 75.32 | 93.38 | 93.38 | NA | NA | NA | … | … | 62.00 | 62.94 | 76.76 | 45.83 | 30.35 | 4.48 |
| 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 06/05/2026, Common starting date is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WALD (Waldencast plc) |
-53.98%
Apr 2023 – Apr 2026 |
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 |
|---|---|---|---|---|
| WALD (Waldencast plc) |
-26.07%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart