Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GSHD (Goosehead Insurance, Inc) | -51.23% | -66.95% | -14.32% | -15.98% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GSHD (Goosehead Insurance, Inc) | 04/27/2018 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | -66.95 | -14.32 | -15.98 | NA | NA | NA | … | … | -51.23 | -25.79 | 41.45 | 120.73 | -73.60 | 5.69 | 200.72 | 66.79 | 66.97 |
| Sharpe Ratio | NA | -1.22 | -0.29 | -0.30 | NA | NA | NA | … | … | -1.18 | -0.59 | 0.73 | 2.71 | -0.93 | 0.10 | 3.03 | 1.28 | 1.71 |
| Standard Deviation(%) | NA | 55.76 | 51.26 | 58.62 | NA | NA | NA | … | … | 68.36 | 49.30 | 51.91 | 43.79 | 80.42 | 57.17 | 65.77 | 50.90 | 65.54 |
| Draw Down(%) | NA | 69.37 | 72.25 | 83.41 | NA | NA | NA | … | … | 54.10 | 47.35 | 42.09 | 17.33 | 77.41 | 53.01 | 37.76 | 26.48 | 39.73 |
| Yield(%) | 0.00 | 0.00 | 3.26 | 1.64 | 5.94 | 3.96 | 2.97 | … | … | 0.00 | 5.62 | 0.00 | 0.00 | 0.00 | 1.24 | 2.63 | 1.68 | 0.00 |
Data as of 06/09/2026, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GSHD (Goosehead Insurance, Inc) |
-22.95%
Jun 2021 – Jun 2024 |
-16.34%
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 |
|---|---|---|---|---|
| GSHD (Goosehead Insurance, Inc) |
80.52%
May 2018 – May 2021 |
29.64%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart