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
NEGG (Newegg Commerce, Inc.) -66.94% 34.78% 141.59% 9.01% NA NA NA
Data as of 06/10/2026, Common starting date is 11/24/2020
More Performance Analytics Comparison
Name Start Date End Date
NEGG (Newegg Commerce, Inc.) 11/24/2020 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 (%) -7.85 34.78 141.59 9.01 NA NA NA -66.94 13,145.00 -65.08 -3.82 -87.37 118.32 13.91
Sharpe Ratio NA 0.36 0.44 0.03 NA NA NA -1.00 25.32 -0.98 -0.08 -0.91 0.50 5,822,696.91
Standard Deviation(%) NA 172.12 330.58 269.45 NA NA NA 93.92 561.87 73.68 105.77 97.17 207.03 229.68
Draw Down(%) NA 86.46 95.80 99.67 NA NA NA 69.24 95.80 65.08 74.53 89.13 85.11 3.65
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
Data as of 06/10/2026, Common starting date is 11/24/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
NEGG (Newegg Commerce, Inc.) -68.25%
Nov 2021 – Nov 2024
13.07%
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
NEGG (Newegg Commerce, Inc.) 246.75%
Nov 2022 – Nov 2025
13.07%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return