Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOFI (SoFi Technologies, Inc.) | -39.38% | 10.28% | 20.10% | -7.17% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/02/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOFI (SoFi Technologies, Inc.) | 06/02/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.86 | 10.28 | 20.10 | -7.17 | NA | NA | NA | … | … | -39.38 | 75.78 | 54.77 | 115.84 | -70.84 | -31.88 |
| Sharpe Ratio | NA | 0.26 | 0.45 | -0.11 | NA | NA | NA | … | … | -1.26 | 1.15 | 0.89 | 1.78 | -0.90 | -0.69 |
| Standard Deviation(%) | NA | 57.14 | 60.52 | 66.44 | NA | NA | NA | … | … | 56.10 | 64.67 | 57.16 | 63.76 | 80.38 | 69.71 |
| Draw Down(%) | NA | 52.96 | 52.96 | 82.00 | NA | NA | NA | … | … | 48.26 | 47.31 | 36.48 | 42.18 | 72.80 | 42.44 |
| 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 06/10/2026, Common starting date is 06/02/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOFI (SoFi Technologies, Inc.) |
-21.25%
Jul 2021 – Jul 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 |
|---|---|---|---|---|
| SOFI (SoFi Technologies, Inc.) |
83.25%
Nov 2022 – Nov 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart