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
OPAD (Offerpad Solutions Inc.) -48.76% -42.59% -58.77% -66.59% NA NA NA
Data as of 06/05/2026, Common starting date is 12/11/2020
More Performance Analytics Comparison
Name Start Date End Date
OPAD (Offerpad Solutions Inc.) 12/11/2020 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
Annualized Return (%) -19.48 -42.59 -58.77 -66.59 NA NA NA -48.76 -55.09 -68.00 48.39 -92.80 -41.82 8.06
Sharpe Ratio NA -0.27 -0.51 -0.59 NA NA NA -0.74 -0.36 -0.92 0.41 -0.90 -0.51 19.65
Standard Deviation(%) NA 167.97 121.33 116.75 NA NA NA 109.70 164.95 81.77 109.89 104.49 82.33 17.76
Draw Down(%) NA 90.69 96.08 99.81 NA NA NA 73.52 79.45 73.95 63.79 93.86 67.95 1.52
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 06/05/2026, Common starting date is 12/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPAD (Offerpad Solutions Inc.) -75.76%
May 2022 – May 2025
-66.29%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPAD (Offerpad Solutions Inc.) -38.75%
Sep 2022 – Sep 2025
-63.82%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return