Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALIT (Alight, Inc.) | -66.67% | -87.74% | -57.65% | -40.37% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 01/07/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALIT (Alight, Inc.) | 01/07/2021 | 06/10/2026 |
| 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 (%) | -9.72 | -87.74 | -57.65 | -40.37 | NA | NA | NA | … | … | -66.67 | -70.34 | -18.47 | 2.03 | -22.66 | -4.00 |
| Sharpe Ratio | NA | -1.04 | -1.00 | -0.79 | NA | NA | NA | … | … | -0.79 | -1.52 | -0.58 | -0.05 | -0.44 | -0.08 |
| Standard Deviation(%) | NA | 85.54 | 58.82 | 55.92 | NA | NA | NA | … | … | 117.65 | 48.70 | 38.36 | 34.13 | 55.53 | 53.07 |
| Draw Down(%) | NA | 91.57 | 95.03 | 96.06 | NA | NA | NA | … | … | 74.87 | 71.53 | 36.82 | 35.52 | 39.13 | 25.09 |
| Yield(%) | 0.00 | 1.47 | 0.74 | 0.44 | 0.18 | 0.12 | 0.09 | … | … | 0.00 | 2.37 | 0.48 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 01/07/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALIT (Alight, Inc.) |
-59.60%
Mar 2023 – Mar 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 |
|---|---|---|---|---|
| ALIT (Alight, Inc.) |
-5.13%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart