Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KVYO (Klaviyo, Inc.) | -54.48% | -57.48% | NA | NA | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 09/19/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KVYO (Klaviyo, Inc.) | 09/19/2023 | 06/09/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -12.80 | -57.48 | NA | NA | NA | NA | NA | … | … | -54.48 | -20.97 | 53.96 | 0.00 |
| Sharpe Ratio | NA | -0.79 | NA | NA | NA | NA | NA | … | … | -0.89 | -0.45 | 0.89 | NA |
| Standard Deviation(%) | NA | 72.14 | NA | NA | NA | NA | NA | … | … | 94.92 | 54.16 | 53.88 | 63.94 |
| Draw Down(%) | NA | 60.44 | NA | NA | NA | NA | NA | … | … | 56.24 | 51.78 | 30.14 | 31.32 |
| Yield(%) | 0.00 | 0.00 | NA | NA | NA | NA | NA | … | … | 0.00 | 0.00 | 0.00 | NA |
Data as of 06/09/2026, Common starting date is 09/19/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KVYO (Klaviyo, Inc.) |
0.00%
NA |
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 |
|---|---|---|---|---|
| KVYO (Klaviyo, Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart