Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYM (Symbotic Inc.) | -26.02% | 50.44% | 8.60% | 34.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYM (Symbotic Inc.) | 03/09/2021 | 06/05/2026 |
| 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 (%) | -5.17 | 50.44 | 8.60 | 34.58 | NA | NA | NA | … | … | -26.02 | 144.58 | -53.09 | 329.90 | 19.40 | -2.44 |
| Sharpe Ratio | NA | 0.54 | 0.06 | 0.34 | NA | NA | NA | … | … | -0.83 | 1.50 | -0.65 | 3.28 | 0.14 | -0.32 |
| Standard Deviation(%) | NA | 88.84 | 94.20 | 95.33 | NA | NA | NA | … | … | 63.74 | 96.81 | 92.31 | 100.69 | 126.17 | 9.25 |
| Draw Down(%) | NA | 49.58 | 72.46 | 72.46 | NA | NA | NA | … | … | 39.89 | 47.76 | 65.21 | 52.36 | 56.10 | 8.06 |
| 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 06/05/2026, Common starting date is 03/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYM (Symbotic Inc.) |
12.07%
May 2023 – May 2026 |
36.07%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYM (Symbotic Inc.) |
96.45%
Nov 2022 – Nov 2025 |
41.31%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart