Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UPWK (Upwork Inc.) | -55.80% | -41.95% | 1.21% | -29.22% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 10/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UPWK (Upwork Inc.) | 10/04/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.68 | -41.95 | 1.21 | -29.22 | NA | NA | NA | … | … | -55.80 | 27.52 | 13.92 | 42.43 | -69.44 | -1.04 | 223.52 | -41.08 | -13.60 |
| Sharpe Ratio | NA | -0.74 | -0.04 | -0.49 | NA | NA | NA | … | … | -1.27 | 0.48 | 0.15 | 0.60 | -0.94 | -0.02 | 2.81 | -0.94 | -0.66 |
| Standard Deviation(%) | NA | 60.02 | 58.20 | 62.39 | NA | NA | NA | … | … | 69.05 | 52.85 | 50.77 | 64.65 | 75.32 | 65.25 | 78.97 | 45.22 | 71.50 |
| Draw Down(%) | NA | 63.46 | 63.46 | 87.48 | NA | NA | NA | … | … | 63.46 | 32.86 | 42.46 | 47.69 | 70.99 | 47.73 | 49.39 | 56.92 | 23.73 |
| 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 06/05/2026, Common starting date is 10/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UPWK (Upwork Inc.) |
-43.08%
Jun 2021 – Jun 2024 |
-28.46%
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 |
|---|---|---|---|---|
| UPWK (Upwork Inc.) |
25.99%
Nov 2018 – Nov 2021 |
15.14%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart