Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SRFM (Surf Air Mobility Inc.) | -43.81% | -56.57% | NA | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/27/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SRFM (Surf Air Mobility Inc.) | 07/27/2023 | 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 (%) | 0.00 | -56.57 | NA | NA | NA | NA | NA | … | … | -43.81 | -62.34 | -48.24 | -50.79 |
| Sharpe Ratio | NA | -0.42 | NA | NA | NA | NA | NA | … | … | -0.73 | -0.47 | -0.35 | -0.57 |
| Standard Deviation(%) | NA | 133.27 | NA | NA | NA | NA | NA | … | … | 103.65 | 139.54 | 159.18 | 149.77 |
| Draw Down(%) | NA | 88.30 | NA | NA | NA | NA | NA | … | … | 68.11 | 79.66 | 91.24 | 78.10 |
| 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 07/27/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SRFM (Surf Air Mobility 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 |
|---|---|---|---|---|
| SRFM (Surf Air Mobility Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart