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
CARS (Cars.com Inc.) -21.39% -10.37% -18.84% -7.33% NA NA NA
Data as of 06/10/2026, Common starting date is 06/01/2017
More Performance Analytics Comparison
Name Start Date End Date
CARS (Cars.com Inc.) 06/01/2017 06/10/2026
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 (%) 4.47 -10.37 -18.84 -7.33 NA NA NA -21.39 -27.47 -8.49 37.76 -14.42 42.39 -7.53 -43.16 -25.45 12.70
Sharpe Ratio NA -0.26 -0.52 -0.25 NA NA NA -0.98 -0.60 -0.44 0.87 -0.34 0.78 -0.07 -1.10 -1.35 -0.08
Standard Deviation(%) NA 47.04 43.51 44.69 NA NA NA 51.47 51.53 34.52 38.80 47.32 54.60 106.78 60.60 34.89 32.82
Draw Down(%) NA 45.03 66.77 66.77 NA NA NA 39.75 46.71 26.70 34.02 47.67 23.20 72.88 69.75 37.97 24.50
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 06/10/2026, Common starting date is 06/01/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CARS (Cars.com Inc.) -32.79%
Sep 2017 – Sep 2020
-15.45%
Sep 2017 – Sep 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
CARS (Cars.com Inc.) 64.95%
Mar 2020 – Mar 2023
21.25%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return