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
TALK (Talkspace, Inc.) 43.80% 60.62% 69.08% -8.61% NA NA NA
Data as of 06/05/2026, Common starting date is 12/28/2020
More Performance Analytics Comparison
Name Start Date End Date
TALK (Talkspace, Inc.) 12/28/2020 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 2020
Annualized Return (%) 0.38 60.62 69.08 -8.61 NA NA NA 43.80 17.80 24.02 316.39 -69.04 -49.68 2.27
Sharpe Ratio NA 1.24 1.18 -0.23 NA NA NA 2.91 0.28 0.29 5.27 -0.78 -0.64 27.38
Standard Deviation(%) NA 46.57 55.88 70.12 NA NA NA 44.99 53.95 61.51 60.18 90.12 103.62 20.43
Draw Down(%) NA 31.00 56.35 94.63 NA NA NA 9.62 45.56 56.35 36.73 71.22 55.41 0.66
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
Data as of 06/05/2026, Common starting date is 12/28/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TALK (Talkspace, Inc.) -34.83%
Jun 2021 – Jun 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
TALK (Talkspace, Inc.) 95.68%
Mar 2023 – Mar 2026
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return