Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXFY (Expensify, Inc.) | -23.84% | -49.56% | -44.94% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/10/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXFY (Expensify, Inc.) | 11/10/2021 | 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 (%) | -1.71 | -49.56 | -44.94 | NA | NA | NA | NA | … | … | -23.84 | -53.73 | 35.63 | -72.03 | -79.93 | 7.16 |
| Sharpe Ratio | NA | -0.82 | -0.59 | NA | NA | NA | NA | … | … | -0.65 | -0.91 | 0.38 | -0.86 | -1.04 | 0.64 |
| Standard Deviation(%) | NA | 63.38 | 82.24 | NA | NA | NA | NA | … | … | 75.75 | 62.90 | 89.10 | 88.98 | 77.97 | 100.72 |
| Draw Down(%) | NA | 71.26 | 90.82 | NA | NA | NA | NA | … | … | 50.66 | 65.39 | 48.59 | 84.02 | 81.07 | 28.70 |
| 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 11/10/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXFY (Expensify, Inc.) |
-57.62%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| EXFY (Expensify, Inc.) |
-41.82%
Apr 2022 – Apr 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart