Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BILL (BILL Holdings, Inc.) | -37.50% | -25.21% | -33.37% | -26.13% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 12/12/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BILL (BILL Holdings, Inc.) | 12/12/2019 | 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 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.39 | -25.21 | -33.37 | -26.13 | NA | NA | NA | … | … | -37.50 | -34.80 | 6.56 | -25.12 | -56.27 | 82.53 | 258.74 | 7.18 | -98.33 | 4.35 | -34.29 |
| Sharpe Ratio | NA | -0.40 | -0.57 | -0.39 | NA | NA | NA | … | … | -0.85 | -0.58 | 0.00 | -0.42 | -0.61 | 1.20 | 3.27 | 4.96 | -0.02 | 0.57 | -1.07 |
| Standard Deviation(%) | NA | 59.77 | 61.15 | 70.56 | NA | NA | NA | … | … | 75.70 | 65.95 | 48.91 | 70.61 | 94.28 | 68.93 | 78.41 | 66.22 | 4,893.10 | 37.18 | 56.75 |
| Draw Down(%) | NA | 38.38 | 74.39 | 89.86 | NA | NA | NA | … | … | 38.38 | 61.05 | 46.11 | 58.66 | 62.07 | 32.12 | 53.59 | 7.79 | 98.54 | 17.86 | 40.00 |
| 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 |
Data as of 06/09/2026, Common starting date is 12/12/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILL (BILL Holdings, Inc.) |
-41.75%
Sep 2021 – Sep 2024 |
-24.47%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BILL (BILL Holdings, Inc.) |
33.37%
Mar 2020 – Mar 2023 |
13.97%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart