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
BETR (Better Home & Finance Holding Company) -23.14% 105.75% -63.55% -44.93% NA NA NA
Data as of 06/09/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
Name Start Date End Date
BETR (Better Home & Finance Holding Company) 04/30/2021 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 (%) -11.64 105.75 -63.55 -44.93 NA NA NA -23.14 291.59 -75.59 -91.87 1.92 -4.35
Sharpe Ratio NA 1.05 -0.32 -0.29 NA NA NA -0.39 2.69 -1.08 -0.29 0.19 -0.57
Standard Deviation(%) NA 121.28 209.67 162.35 NA NA NA 116.58 110.39 76.07 329.80 2.89 11.17
Draw Down(%) NA 71.72 99.68 99.68 NA NA NA 48.74 61.69 75.59 99.26 1.81 6.48
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
Data as of 06/09/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BETR (Better Home & Finance Holding Company) -73.78%
Dec 2021 – Dec 2024
-43.19%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BETR (Better Home & Finance Holding Company) -47.17%
Oct 2022 – Oct 2025
-43.19%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return