Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMWL (American Well Corporation) | 71.49% | 14.25% | -44.33% | -50.36% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/18/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMWL (American Well Corporation) | 09/18/2020 | 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 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.47 | 14.25 | -44.33 | -50.36 | NA | NA | NA | … | … | 71.49 | -37.24 | -73.83 | -47.35 | -53.15 | -76.15 | 10.56 |
| Sharpe Ratio | NA | 0.34 | -0.59 | -0.68 | NA | NA | NA | … | … | 3.79 | -0.58 | -0.84 | -0.71 | -0.73 | -1.13 | 0.44 |
| Standard Deviation(%) | NA | 64.09 | 80.99 | 75.60 | NA | NA | NA | … | … | 71.03 | 69.96 | 95.56 | 72.96 | 75.02 | 67.68 | 96.16 |
| Draw Down(%) | NA | 57.81 | 92.87 | 98.67 | NA | NA | NA | … | … | 20.26 | 69.74 | 83.22 | 77.29 | 57.84 | 86.64 | 44.09 |
| 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 |
Data as of 06/10/2026, Common starting date is 09/18/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWL (American Well Corporation) |
-70.59%
Jun 2021 – Jun 2024 |
-63.56%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMWL (American Well Corporation) |
-39.41%
May 2023 – May 2026 |
-47.61%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart