Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CARG (CarGurus, Inc.) | -28.50% | -13.64% | 10.40% | 1.39% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/12/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CARG (CarGurus, Inc.) | 10/12/2017 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.17 | -13.64 | 10.40 | 1.39 | NA | NA | NA | … | … | -28.50 | 5.75 | 53.44 | 72.45 | -58.35 | 6.02 | -9.81 | 4.30 | 12.51 | 8.70 |
| Sharpe Ratio | NA | -0.44 | 0.18 | -0.04 | NA | NA | NA | … | … | -1.30 | 0.07 | 1.30 | 1.76 | -0.76 | 0.14 | -0.15 | 0.09 | 0.23 | 0.96 |
| Standard Deviation(%) | NA | 36.60 | 39.30 | 49.94 | NA | NA | NA | … | … | 43.76 | 40.44 | 36.33 | 39.17 | 79.04 | 43.42 | 68.48 | 33.86 | 49.47 | 48.86 |
| Draw Down(%) | NA | 30.92 | 37.88 | 75.38 | NA | NA | NA | … | … | 30.59 | 37.88 | 17.25 | 28.39 | 75.38 | 34.82 | 58.15 | 32.99 | 44.89 | 13.04 |
| 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 |
Data as of 06/05/2026, Common starting date is 10/12/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARG (CarGurus, Inc.) |
-31.16%
Nov 2019 – Nov 2022 |
-20.65%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CARG (CarGurus, Inc.) |
39.89%
Dec 2022 – Dec 2025 |
12.00%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart