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
SHCO (Soho House & Co Inc.) 0.33% 21.98% 23.87% NA NA NA NA
Data as of 01/28/2026, Common starting date is 07/15/2021
More Performance Analytics Comparison
Name Start Date End Date
SHCO (Soho House & Co Inc.) 07/15/2021 01/28/2026
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 (%) 1.35 21.98 23.87 NA NA NA NA 0.33 20.27 6.60 90.37 -70.74 0.95
Sharpe Ratio NA 0.38 0.30 NA NA NA NA 0.03 0.36 0.00 1.09 -0.80 0.03
Standard Deviation(%) NA 50.35 65.23 NA NA NA NA 60.33 48.73 71.74 79.99 90.70 67.48
Draw Down(%) NA 40.17 44.44 NA NA NA NA 13.27 40.17 36.10 32.31 75.38 29.84
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 01/28/2026, Common starting date is 07/15/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SHCO (Soho House & Co Inc.) -26.16%
Nov 2021 – Nov 2024
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
SHCO (Soho House & Co Inc.) 33.81%
Dec 2022 – Dec 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return