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
TWOUQ (2U, Inc.) NA 0.00% -88.43% -80.93% -56.26% NA NA
Data as of 09/26/2025, Common starting date is 03/28/2014
More Performance Analytics Comparison
Name Start Date End Date
TWOUQ (2U, Inc.) 03/28/2014 09/26/2025
1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception
Annualized Return (%) 0.00 -88.43 -80.93 -56.26 NA NA
Sharpe Ratio NA NA NA NA NA NA
Standard Deviation(%) NA NA NA NA NA NA
Draw Down(%) NA NA NA NA NA NA
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.00
Data as of 09/26/2025, Common starting date is 03/28/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWOUQ (2U, Inc.) -93.55%
Sep 2021 – Sep 2024
-81.96%
Jul 2020 – Jul 2025
-56.24%
Aug 2015 – Aug 2025
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
TWOUQ (2U, Inc.) 64.84%
Feb 2015 – Feb 2018
32.31%
Apr 2014 – Apr 2019
-32.61%
May 2014 – May 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return