Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOCS (Doximity, Inc.) | -53.50% | -64.09% | -15.36% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/25/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOCS (Doximity, Inc.) | 06/25/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.79 | -64.09 | -15.36 | NA | NA | NA | NA | … | … | -53.50 | -18.17 | 90.41 | -16.45 | -33.05 | -10.45 |
| Sharpe Ratio | NA | -1.18 | -0.32 | NA | NA | NA | NA | … | … | -1.26 | -0.37 | 1.72 | -0.40 | -0.44 | -0.20 |
| Standard Deviation(%) | NA | 56.55 | 58.81 | NA | NA | NA | NA | … | … | 68.27 | 57.68 | 58.60 | 52.13 | 78.18 | 95.23 |
| Draw Down(%) | NA | 76.03 | 78.34 | NA | NA | NA | NA | … | … | 61.26 | 47.69 | 27.15 | 49.92 | 61.15 | 52.57 |
| 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 |
Data as of 06/05/2026, Common starting date is 06/25/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOCS (Doximity, Inc.) |
-26.33%
Aug 2021 – Aug 2024 |
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 |
|---|---|---|---|---|
| DOCS (Doximity, Inc.) |
35.60%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart