Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPOT (Spotify Technology S.A.) | -13.36% | -27.44% | 49.49% | 15.27% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPOT (Spotify Technology S.A.) | 04/04/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.19 | -27.44 | 49.49 | 15.27 | NA | NA | NA | … | … | -13.36 | 30.62 | 142.92 | 138.01 | -66.27 | -25.62 | 110.40 | 34.95 | -21.30 |
| Sharpe Ratio | NA | -0.73 | 1.02 | 0.28 | NA | NA | NA | … | … | -0.59 | 0.64 | 3.89 | 3.47 | -1.02 | -0.56 | 2.01 | 0.95 | -0.69 |
| Standard Deviation(%) | NA | 45.32 | 42.79 | 47.65 | NA | NA | NA | … | … | 56.19 | 44.31 | 35.45 | 39.05 | 66.65 | 45.75 | 54.61 | 35.77 | 41.91 |
| Draw Down(%) | NA | 46.80 | 46.80 | 76.39 | NA | NA | NA | … | … | 30.44 | 28.19 | 12.27 | 26.84 | 70.90 | 43.75 | 25.91 | 28.81 | 45.57 |
| 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 |
Data as of 06/10/2026, Common starting date is 04/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPOT (Spotify Technology S.A.) |
-19.18%
Dec 2019 – Dec 2022 |
-4.07%
Aug 2018 – Aug 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPOT (Spotify Technology S.A.) |
101.47%
Jun 2022 – Jun 2025 |
35.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart