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
ARHS (Arhaus, Inc.) -37.47% -20.62% -4.92% NA NA NA NA
Data as of 06/09/2026, Common starting date is 11/04/2021
More Performance Analytics Comparison
Name Start Date End Date
ARHS (Arhaus, Inc.) 11/04/2021 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
Annualized Return (%) 2.30 -20.62 -4.92 NA NA NA NA -37.47 19.26 -17.91 21.54 -26.42 3.52
Sharpe Ratio NA -0.53 -0.09 NA NA NA NA -1.28 0.26 -0.39 0.31 -0.40 0.28
Standard Deviation(%) NA 53.92 57.53 NA NA NA NA 57.15 62.92 55.16 58.36 70.28 88.65
Draw Down(%) NA 52.86 69.34 NA NA NA NA 46.89 45.61 56.91 54.30 66.26 34.22
Yield(%) 0.00 3.96 3.36 1.33 0.66 0.44 0.33 3.08 0.00 4.28 0.00 0.00 0.00
Data as of 06/09/2026, Common starting date is 11/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ARHS (Arhaus, Inc.) -16.20%
Feb 2023 – Feb 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
ARHS (Arhaus, Inc.) 25.86%
Jun 2022 – Jun 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return