Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Z (Zillow Group, Inc.) | -48.61% | -49.77% | -8.46% | -20.81% | 1.46% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Z (Zillow Group, Inc.) | 08/04/2015 | 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 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.17 | -49.77 | -8.46 | -20.81 | 1.46 | NA | NA | … | … | -48.61 | -5.73 | 31.66 | 79.63 | -49.55 | -50.81 | 182.54 | 45.98 | -22.83 | 12.20 | 55.32 | -8.99 |
| Sharpe Ratio | NA | -1.17 | -0.25 | -0.44 | 0.00 | NA | NA | … | … | -1.58 | -0.22 | 0.51 | 1.75 | -0.78 | -0.79 | 2.44 | 0.91 | -0.44 | 0.37 | 1.27 | -0.48 |
| Standard Deviation(%) | NA | 44.65 | 46.02 | 52.13 | 53.01 | NA | NA | … | … | 51.59 | 39.69 | 50.16 | 43.47 | 65.17 | 64.39 | 74.25 | 49.50 | 54.87 | 31.26 | 43.30 | 42.45 |
| Draw Down(%) | NA | 61.25 | 61.25 | 78.29 | 86.51 | NA | NA | … | … | 49.96 | 31.47 | 32.87 | 37.48 | 58.61 | 73.49 | 61.52 | 43.97 | 58.58 | 25.94 | 31.81 | 30.43 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/04/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Z (Zillow Group, Inc.) |
-31.09%
Apr 2021 – Apr 2024 |
-22.67%
Feb 2021 – Feb 2026 |
2.01%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Z (Zillow Group, Inc.) |
50.14%
Feb 2018 – Feb 2021 |
49.50%
Feb 2016 – Feb 2021 |
11.89%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart