Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KRT (Karat Packaging Inc.) | 30.42% | -0.94% | 29.68% | 12.35% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KRT (Karat Packaging Inc.) | 04/16/2021 | 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 (%) | 4.90 | -0.94 | 29.68 | 12.35 | NA | NA | NA | … | … | 30.42 | -20.12 | 28.05 | 85.35 | -27.07 | 11.53 |
| Sharpe Ratio | NA | -0.09 | 0.64 | 0.21 | NA | NA | NA | … | … | 1.96 | -0.64 | 0.64 | 1.77 | -0.53 | 0.30 |
| Standard Deviation(%) | NA | 39.36 | 41.35 | 45.72 | NA | NA | NA | … | … | 42.47 | 36.07 | 38.10 | 46.57 | 54.05 | 55.78 |
| Draw Down(%) | NA | 31.57 | 34.03 | 48.46 | NA | NA | NA | … | … | 13.71 | 34.03 | 21.45 | 27.30 | 35.36 | 29.05 |
| Yield(%) | 0.00 | 5.83 | 10.88 | 5.80 | 3.26 | 2.17 | 1.63 | … | … | 4.02 | 6.03 | 5.72 | 10.86 | 1.75 | 0.00 |
Data as of 06/05/2026, Common starting date is 04/16/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KRT (Karat Packaging Inc.) |
7.17%
Aug 2021 – Aug 2024 |
12.83%
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 |
|---|---|---|---|---|
| KRT (Karat Packaging Inc.) |
37.50%
Apr 2023 – Apr 2026 |
12.83%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart