Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| XYZ (Block, Inc) | 14.23% | 14.70% | 3.95% | -20.06% | 23.43% | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 11/19/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XYZ (Block, Inc) | 11/19/2015 | 06/15/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.34 | 14.70 | 3.95 | -20.06 | 23.43 | NA | NA | … | … | 14.23 | -22.03 | 9.88 | 23.09 | -61.09 | -25.79 | 247.89 | 11.54 | 61.78 | 154.37 | 4.13 | 0.15 |
| Sharpe Ratio | NA | 0.13 | -0.01 | -0.38 | 0.37 | NA | NA | … | … | 0.25 | -0.46 | 0.07 | 0.38 | -0.71 | -0.51 | 3.30 | 0.24 | 1.05 | 3.85 | 0.07 | 0.04 |
| Standard Deviation(%) | NA | 46.80 | 51.02 | 59.98 | 56.98 | NA | NA | … | … | 52.97 | 55.24 | 47.61 | 50.67 | 88.59 | 50.63 | 74.55 | 42.20 | 58.11 | 40.13 | 52.86 | 27.91 |
| Draw Down(%) | NA | 39.48 | 52.96 | 86.08 | 86.08 | NA | NA | … | … | 31.31 | 49.94 | 33.26 | 55.64 | 68.60 | 43.83 | 55.55 | 31.02 | 48.77 | 29.04 | 44.32 | 8.95 |
| 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 |
Data as of 06/15/2026, Common starting date is 11/19/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYZ (Block, Inc) |
-37.30%
Aug 2021 – Aug 2024 |
-23.32%
Mar 2021 – Mar 2026 |
14.69%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XYZ (Block, Inc) |
101.12%
Jan 2016 – Jan 2019 |
93.23%
Jun 2016 – Jun 2021 |
23.03%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart