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
DESP (Despegar.com Corp) NA 60.63% 28.08% 30.87% NA NA NA
Data as of 05/14/2025, Common starting date is 09/21/2017
More Performance Analytics Comparison
Name Start Date End Date
DESP (Despegar.com Corp) 09/21/2017 05/14/2025
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2025 2024 2023 2022 2021 2020 2019 2018 2017
Annualized Return (%) 0.21 60.63 28.08 30.87 NA NA NA 1.30 104.76 84.41 -47.60 -23.58 -4.97 9.35 -54.84 -10.89
Sharpe Ratio NA 1.03 0.47 0.53 NA NA NA 0.08 1.61 1.62 -0.94 -0.44 -0.07 0.19 -1.02 -0.89
Standard Deviation(%) NA 52.63 52.83 53.42 NA NA NA 7.77 61.68 50.13 52.02 54.03 78.84 43.02 55.33 39.71
Draw Down(%) NA 34.62 51.79 73.86 NA NA NA 4.39 34.62 32.36 63.43 52.45 66.95 47.35 65.52 32.59
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
Data as of 05/14/2025, Common starting date is 09/21/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DESP (Despegar.com Corp) -27.53%
Dec 2019 – Dec 2022
-30.13%
Dec 2017 – Dec 2022
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DESP (Despegar.com Corp) 27.41%
Nov 2021 – Nov 2024
27.08%
Mar 2020 – Mar 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return