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
SCOR (Comscore Inc) 9.54% 39.06% 102.30% 10.31% -13.89% -8.30% NA
Data as of 06/15/2026, Common starting date is 06/27/2007
More Performance Analytics Comparison
Name Start Date End Date
SCOR (Comscore Inc) 06/27/2007 06/15/2026
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 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return (%) -10.66 39.06 102.30 10.31 -13.89 -8.30 NA 9.54 21.23 -65.45 1,339.66 -65.27 34.14 -49.60 -65.77 -49.37 -9.75 -23.26 -11.37 62.29 107.62 -35.00 -5.10 27.29 37.65 -60.93 39.03
Sharpe Ratio NA 0.55 0.53 0.05 -0.12 NA NA 0.61 0.23 -0.93 4.39 -1.08 0.54 -0.51 -0.70 -1.30 -0.26 -0.37 -0.26 2.09 3.54 -0.95 -0.08 0.65 0.52 -0.71 1.29
Standard Deviation(%) NA 78.50 191.73 153.21 119.24 NA NA 64.45 89.62 77.41 311.27 62.12 62.89 96.49 95.43 39.08 39.90 62.39 43.83 29.77 30.37 37.25 65.80 42.17 71.60 86.52 68.08
Draw Down(%) NA 31.62 77.67 90.10 98.55 NA NA 31.03 45.30 75.92 65.28 70.77 38.22 65.68 93.63 54.67 36.99 44.85 42.00 16.66 13.29 48.44 57.64 29.60 45.29 79.31 33.96
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 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 06/15/2026, Common starting date is 06/27/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCOR (Comscore Inc) -60.79%
Aug 2016 – Aug 2019
-49.31%
Sep 2018 – Sep 2023
-32.03%
Sep 2013 – Sep 2023
-20.34%
Oct 2007 – Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SCOR (Comscore Inc) 107.32%
May 2023 – May 2026
33.74%
Sep 2020 – Sep 2025
9.23%
Feb 2009 – Feb 2019
5.36%
Feb 2009 – Feb 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return