Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
WIX (Wix.com Ltd.) -48.31% -64.96% -10.78% -26.84% 7.11% NA NA
Data as of 06/04/2026, Common starting date is 11/07/2013
More Performance Analytics Comparison
Name Start Date End Date
WIX (Wix.com Ltd.) 11/07/2013 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 2013
Annualized Return (%) 1.99 -64.96 -10.78 -26.84 7.11 NA NA -48.31 -50.83 77.45 60.12 -51.31 -36.87 104.25 34.84 56.98 29.18 95.82 8.33 -21.79 62.14
Sharpe Ratio NA -0.98 -0.25 -0.49 0.11 NA NA -0.98 -1.00 1.75 1.19 -0.67 -0.66 1.50 0.94 0.99 0.62 2.29 0.20 -0.43 46.06
Standard Deviation(%) NA 66.66 53.35 58.69 55.85 NA NA 81.79 54.51 40.92 47.32 78.72 55.51 69.10 36.01 56.29 46.44 41.57 41.59 51.00 61.78
Draw Down(%) NA 71.42 78.66 82.74 85.09 NA NA 49.32 62.19 16.73 26.33 66.02 60.71 47.50 24.71 31.41 36.99 31.27 38.29 52.87 8.33
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 0.00
Data as of 06/04/2026, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIX (Wix.com Ltd.) -32.66%
Jun 2020 – Jun 2023
-27.37%
Feb 2021 – Feb 2026
10.71%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIX (Wix.com Ltd.) 91.08%
Apr 2016 – Apr 2019
75.25%
Apr 2016 – Apr 2021
29.98%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return