Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| VTEX | -3.19% | -44.85% | -4.66% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 07/22/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VTEX | 07/22/2021 | 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 (%) | -3.45 | -44.85 | -4.66 | NA | NA | NA | NA | … | … | -3.19 | -37.01 | -16.42 | 83.47 | -65.02 | -58.77 |
| Sharpe Ratio | NA | -0.87 | -0.16 | NA | NA | NA | NA | … | … | -0.20 | -0.68 | -0.53 | 1.68 | -0.81 | -1.10 |
| Standard Deviation(%) | NA | 54.60 | 49.78 | NA | NA | NA | NA | … | … | 50.12 | 59.15 | 43.79 | 47.64 | 82.27 | 78.49 |
| Draw Down(%) | NA | 57.54 | 69.50 | NA | NA | NA | NA | … | … | 23.67 | 45.20 | 39.64 | 31.25 | 74.07 | 68.09 |
| 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 07/22/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VTEX (VTEX) |
-34.53%
Aug 2021 – Aug 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 |
|---|---|---|---|---|
| VTEX (VTEX) |
28.92%
Jun 2022 – Jun 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart