Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKTW (MarketWise, Inc.) | 20.51% | 4.89% | -21.01% | -34.45% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKTW (MarketWise, Inc.) | 09/15/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.39 | 4.89 | -21.01 | -34.45 | NA | NA | NA | … | … | 20.51 | 52.71 | -78.08 | 78.32 | -77.72 | -26.51 | 2.60 |
| Sharpe Ratio | NA | 0.01 | -0.10 | -0.18 | NA | NA | NA | … | … | 0.61 | 0.11 | -1.04 | 0.90 | -0.98 | -0.45 | 1.03 |
| Standard Deviation(%) | NA | 55.44 | 261.71 | 208.37 | NA | NA | NA | … | … | 65.41 | 440.51 | 78.81 | 83.77 | 80.81 | 58.72 | 8.67 |
| Draw Down(%) | NA | 33.15 | 95.52 | 96.33 | NA | NA | NA | … | … | 20.50 | 95.52 | 81.61 | 52.04 | 79.18 | 61.02 | 3.86 |
| Yield(%) | 0.00 | 9.42 | 30.86 | 4.53 | 2.26 | 1.51 | 1.13 | … | … | 5.98 | 203.57 | 1.46 | 10.65 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTW (MarketWise, Inc.) |
-56.20%
Nov 2021 – Nov 2024 |
-38.40%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKTW (MarketWise, Inc.) |
-11.35%
Mar 2023 – Mar 2026 |
-33.49%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart