Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZUO (Zuora Inc) | NA | 18.30% | -14.08% | -8.90% | NA | NA | NA | … | … |
Data as of 02/14/2025, Common starting date is 04/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZUO (Zuora Inc) | 04/12/2018 | 02/14/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.40 | 18.30 | -14.08 | -8.90 | NA | NA | NA | … | … | 1.01 | 5.53 | 47.80 | -65.95 | 34.10 | -2.79 | -21.00 | -9.30 | -0.52 | -12.65 | 19.65 | -8.42 |
| Sharpe Ratio | NA | 0.38 | -0.37 | -0.21 | NA | NA | NA | … | … | 2.75 | -0.03 | 0.89 | -1.08 | 0.77 | -0.04 | -0.82 | -0.47 | -0.98 | -1.03 | 0.03 | -1.42 |
| Standard Deviation(%) | NA | 31.23 | 49.56 | 53.18 | NA | NA | NA | … | … | 2.02 | 35.04 | 49.67 | 62.73 | 44.00 | 68.24 | 53.85 | 75.74 | 25.83 | 44.97 | 33.11 | 26.21 |
| Draw Down(%) | NA | 21.02 | 65.83 | 75.74 | NA | NA | NA | … | … | 0.40 | 21.02 | 38.70 | 70.02 | 21.51 | 55.48 | 45.99 | 56.65 | 6.27 | 34.93 | 17.19 | 16.27 |
| 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 02/14/2025, Common starting date is 04/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZUO (Zuora Inc) |
-23.72%
Dec 2019 – Dec 2022 |
-19.87%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZUO (Zuora Inc) |
7.07%
Mar 2020 – Mar 2023 |
-6.22%
May 2019 – May 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart