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
SEZL (Sezzle Inc.) 90.58% -1.51% NA NA NA NA NA
Data as of 06/10/2026, Common starting date is 08/15/2023
More Performance Analytics Comparison
Name Start Date End Date
SEZL (Sezzle Inc.) 08/15/2023 06/10/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023
Annualized Return (%) 6.88 -1.51 NA NA NA NA NA 90.58 -72.44 1,191.72 90.88
Sharpe Ratio NA -0.10 NA NA NA NA NA 3.36 -0.23 8.62 1.02
Standard Deviation(%) NA 89.62 NA NA NA NA NA 91.14 323.10 140.55 444.61
Draw Down(%) NA 72.02 NA NA NA NA NA 29.52 91.75 52.59 89.95
Yield(%) 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 08/15/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEZL (Sezzle Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SEZL (Sezzle Inc.) 0.00%
NA
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return