Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NRDY (Nerdy, Inc.) | -14.42% | -50.00% | -33.31% | -38.37% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 11/27/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NRDY (Nerdy, Inc.) | 11/27/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.88 | -50.00 | -33.31 | -38.37 | NA | NA | NA | … | … | -14.42 | -30.86 | -51.02 | 52.44 | -50.00 | -59.46 | 14.43 |
| Sharpe Ratio | NA | -0.96 | -0.45 | -0.53 | NA | NA | NA | … | … | -0.89 | -0.53 | -0.58 | 0.65 | -0.56 | -1.28 | 8.73 |
| Standard Deviation(%) | NA | 56.79 | 77.07 | 78.46 | NA | NA | NA | … | … | 50.61 | 63.98 | 100.66 | 74.43 | 91.43 | 46.57 | 38.70 |
| Draw Down(%) | NA | 57.46 | 85.77 | 93.89 | NA | NA | NA | … | … | 33.04 | 57.36 | 78.99 | 53.32 | 67.05 | 63.44 | 3.48 |
| 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 06/09/2026, Common starting date is 11/27/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NRDY (Nerdy, Inc.) |
-53.88%
Sep 2021 – Sep 2024 |
-39.36%
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 |
|---|---|---|---|---|
| NRDY (Nerdy, Inc.) |
-8.53%
Jun 2022 – Jun 2025 |
-37.72%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart