Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ROKU (Roku, Inc.) | 7.79% | 46.34% | 17.71% | -19.59% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROKU (Roku, Inc.) | 09/28/2017 | 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 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.30 | 46.34 | 17.71 | -19.59 | NA | NA | NA | … | … | 7.79 | 50.77 | -18.90 | 125.21 | -82.16 | -31.27 | 147.96 | 337.01 | -40.83 | 120.34 |
| Sharpe Ratio | NA | 1.36 | 0.39 | -0.31 | NA | NA | NA | … | … | 0.65 | 0.87 | -0.39 | 1.81 | -0.92 | -0.52 | 2.01 | 3.99 | -0.89 | 15.62 |
| Standard Deviation(%) | NA | 45.02 | 58.53 | 66.56 | NA | NA | NA | … | … | 45.85 | 56.29 | 57.85 | 67.44 | 90.76 | 60.03 | 73.10 | 78.71 | 70.51 | 135.99 |
| Draw Down(%) | NA | 27.69 | 51.65 | 91.91 | NA | NA | NA | … | … | 27.69 | 44.38 | 47.58 | 42.20 | 83.36 | 57.47 | 55.47 | 41.28 | 64.47 | 30.03 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/28/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROKU (Roku, Inc.) |
-49.28%
Jun 2021 – Jun 2024 |
-24.54%
Jan 2021 – Jan 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROKU (Roku, Inc.) |
120.87%
Jun 2018 – Jun 2021 |
24.50%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart