Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DAVEW (Dave Inc. Warrants) | NA | 292.00% | 209.67% | NA | NA | NA | NA | … | … |
Data as of 12/30/2025, Common starting date is 01/03/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAVEW (Dave Inc. Warrants) | 01/03/2022 | 12/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.11 | 292.00 | 209.67 | NA | NA | NA | NA | … | … | 512.50 | 700.00 | -39.39 | -97.19 |
| Sharpe Ratio | NA | 1.75 | 0.85 | NA | NA | NA | NA | … | … | 3.27 | 4.84 | -0.15 | -0.42 |
| Standard Deviation(%) | NA | 164.91 | 241.70 | NA | NA | NA | NA | … | … | 158.82 | 262.97 | 283.85 | 234.45 |
| Draw Down(%) | NA | 68.98 | 85.69 | NA | NA | NA | NA | … | … | 68.98 | 58.71 | 85.69 | 98.58 |
| Yield(%) | 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 12/30/2025, Common starting date is 01/03/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAVEW (Dave Inc. Warrants) |
-49.38%
Mar 2022 – Mar 2025 |
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 |
|---|---|---|---|---|
| DAVEW (Dave Inc. Warrants) |
234.82%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart