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
ANGI (Angi Inc.) -57.54% -66.99% -44.55% -47.90% -23.51% NA NA
Data as of 06/11/2026, Common starting date is 11/17/2011
More Performance Analytics Comparison
Name Start Date End Date
ANGI (Angi Inc.) 11/17/2011 06/11/2026
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 2012 2011
Annualized Return (%) -15.02 -66.99 -44.55 -47.90 -23.51 NA NA -57.54 -23.73 -33.33 5.96 -74.48 -30.23 55.84 -47.29 53.63 27.10 -11.98 50.08 -58.88 26.36 -25.53 -0.98
Sharpe Ratio NA -0.87 -0.63 -0.67 -0.39 NA NA -0.84 -0.45 -0.53 0.03 -0.89 -0.50 0.78 -0.97 1.30 0.43 -0.27 0.65 -0.98 0.43 -0.45 -0.11
Standard Deviation(%) NA 76.70 72.79 73.06 65.28 NA NA 103.37 59.52 69.34 69.60 85.69 61.01 70.58 50.37 40.50 61.09 45.55 76.83 60.12 61.29 57.68 78.46
Draw Down(%) NA 74.60 88.21 96.69 97.96 NA NA 65.86 46.01 46.67 61.67 79.85 52.02 52.88 65.18 40.16 36.42 35.40 51.79 69.97 56.68 52.30 28.91
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 0.00 0.00
Data as of 06/11/2026, Common starting date is 11/17/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGI (Angi Inc.) -49.11%
Apr 2021 – Apr 2024
-47.13%
May 2021 – May 2026
-23.73%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ANGI (Angi Inc.) 67.02%
Sep 2015 – Sep 2018
25.86%
Jul 2015 – Jul 2020
-5.27%
Jan 2012 – Jan 2022
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return