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
OWLT (Owlet, Inc.) -71.16% -21.51% 181.21% -11.98% NA NA NA
Data as of 06/05/2026, Common starting date is 01/20/2021
More Performance Analytics Comparison
Name Start Date End Date
OWLT (Owlet, Inc.) 01/20/2021 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
Annualized Return (%) -15.55 -21.51 181.21 -11.98 NA NA NA -71.16 248.99 -15.15 842.86 -79.03 -74.25
Sharpe Ratio NA -0.26 1.02 -0.11 NA NA NA -0.94 3.22 -0.30 3.04 -0.69 -0.79
Standard Deviation(%) NA 91.19 174.18 151.95 NA NA NA 102.96 78.71 73.28 281.34 116.08 96.11
Draw Down(%) NA 72.58 72.58 98.09 NA NA NA 72.58 46.36 51.45 69.23 89.25 75.31
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
Data as of 06/05/2026, Common starting date is 01/20/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OWLT (Owlet, Inc.) -23.54%
Jul 2021 – Jul 2024
0.00%
NA
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NA
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NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OWLT (Owlet, Inc.) 214.87%
Feb 2023 – Feb 2026
0.00%
NA
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NA
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Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return