Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
LYFT (Lyft, Inc.) -29.53% -12.11% 11.98% -25.27% NA NA NA
Data as of 06/05/2026, Common starting date is 04/01/2019
More Performance Analytics Comparison
Name Start Date End Date
LYFT (Lyft, Inc.) 04/01/2019 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 2020 2019
Annualized Return (%) -3.26 -12.11 11.98 -25.27 NA NA NA -29.53 52.48 -11.21 36.03 -74.21 -13.03 14.20 -37.66
Sharpe Ratio NA -0.29 0.14 -0.40 NA NA NA -1.16 0.87 -0.27 0.41 -0.88 -0.27 0.16 -0.94
Standard Deviation(%) NA 50.40 60.49 68.47 NA NA NA 50.07 58.11 66.05 77.86 85.89 48.13 85.50 50.95
Draw Down(%) NA 48.51 55.23 87.28 NA NA NA 36.30 34.06 55.23 55.44 78.04 44.44 70.24 49.36
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 0.00
Data as of 06/05/2026, Common starting date is 04/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LYFT (Lyft, Inc.) -41.32%
Jun 2019 – Jun 2022
-27.67%
Jul 2019 – Jul 2024
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
LYFT (Lyft, Inc.) 23.30%
Nov 2022 – Nov 2025
-2.17%
Oct 2020 – Oct 2025
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return