Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOCO (GoHealth, Inc.) | -86.51% | -95.10% | -75.49% | -52.00% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOCO (GoHealth, Inc.) | 07/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -60.81 | -95.10 | -75.49 | -52.00 | NA | NA | NA | … | … | -86.51 | -82.52 | -7.27 | 27.66 | 175.73 | -72.25 | -30.84 |
| Sharpe Ratio | NA | -1.07 | -0.93 | -0.30 | NA | NA | NA | … | … | -0.95 | -1.10 | -0.19 | 0.27 | 0.59 | -0.86 | -0.75 |
| Standard Deviation(%) | NA | 85.05 | 76.49 | 153.63 | NA | NA | NA | … | … | 101.21 | 78.24 | 75.12 | 87.71 | 297.85 | 83.60 | 72.94 |
| Draw Down(%) | NA | 90.19 | 96.88 | 97.23 | NA | NA | NA | … | … | 75.00 | 88.25 | 49.07 | 59.79 | 91.97 | 79.25 | 54.28 |
| 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 |
Data as of 06/10/2026, Common starting date is 07/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOCO (GoHealth, Inc.) |
-67.74%
May 2023 – May 2026 |
-43.76%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOCO (GoHealth, Inc.) |
141.24%
Apr 2022 – Apr 2025 |
-17.50%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart