Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MDB (MongoDB, Inc.) | -18.92% | 56.65% | -3.14% | 0.60% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 10/19/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MDB (MongoDB, Inc.) | 10/19/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -14.60 | 56.65 | -3.14 | 0.60 | NA | NA | NA | … | … | -18.92 | 87.21 | -43.06 | 107.71 | -62.81 | 47.43 | 172.81 | 57.17 | 182.14 | -7.45 |
| Sharpe Ratio | NA | 0.76 | -0.11 | -0.01 | NA | NA | NA | … | … | -0.46 | 1.27 | -0.83 | 1.81 | -0.70 | 0.79 | 2.75 | 0.57 | 2.81 | -1.33 |
| Standard Deviation(%) | NA | 70.15 | 62.50 | 69.72 | NA | NA | NA | … | … | 79.17 | 67.87 | 58.38 | 57.95 | 91.36 | 60.09 | 62.33 | 59.58 | 57.16 | 43.73 |
| Draw Down(%) | NA | 48.72 | 70.88 | 76.52 | NA | NA | NA | … | … | 48.72 | 51.14 | 56.44 | 24.56 | 74.05 | 42.12 | 45.04 | 34.04 | 25.56 | 19.68 |
| 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 | 0.00 | 0.00 |
Data as of 06/09/2026, Common starting date is 10/19/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDB (MongoDB, Inc.) |
-26.60%
Mar 2022 – Mar 2025 |
-4.04%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MDB (MongoDB, Inc.) |
138.89%
Jan 2018 – Jan 2021 |
52.62%
Jun 2018 – Jun 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart