Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APPF (AppFolio, Inc.) | -27.23% | -22.33% | 1.40% | 4.08% | 27.36% | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/26/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APPF (AppFolio, Inc.) | 06/26/2015 | 06/09/2026 |
| 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 (%) | -3.06 | -22.33 | 1.40 | 4.08 | 27.36 | NA | NA | … | … | -27.23 | -3.82 | 44.24 | 64.40 | -12.95 | -32.76 | 63.75 | 85.66 | 42.70 | 74.00 | 63.36 | 3.69 |
| Sharpe Ratio | NA | -0.60 | -0.02 | 0.05 | 0.59 | NA | NA | … | … | -1.21 | -0.16 | 0.86 | 1.61 | -0.30 | -0.83 | 0.90 | 2.62 | 0.97 | 2.45 | 1.92 | 0.13 |
| Standard Deviation(%) | NA | 42.37 | 42.60 | 42.64 | 43.95 | NA | NA | … | … | 46.80 | 43.53 | 44.26 | 37.63 | 47.96 | 39.72 | 70.31 | 32.17 | 42.82 | 30.09 | 32.71 | 55.70 |
| Draw Down(%) | NA | 55.38 | 55.38 | 55.38 | 55.38 | NA | NA | … | … | 38.96 | 31.11 | 28.87 | 17.93 | 34.19 | 36.24 | 41.35 | 19.72 | 40.17 | 22.85 | 21.33 | 25.66 |
| 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 06/09/2026, Common starting date is 06/26/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPF (AppFolio, Inc.) |
-5.10%
Jan 2020 – Jan 2023 |
1.62%
Feb 2021 – Feb 2026 |
27.68%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APPF (AppFolio, Inc.) |
97.84%
Apr 2016 – Apr 2019 |
69.57%
Feb 2016 – Feb 2021 |
33.53%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart