Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZG (Zillow Group, Inc.) | -50.02% | -51.56% | -8.18% | -21.24% | 0.49% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/20/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZG (Zillow Group, Inc.) | 07/20/2011 | 06/10/2026 |
| 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 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.19 | -51.56 | -8.18 | -21.24 | 0.49 | NA | NA | … | … | -50.02 | -1.78 | 28.24 | 81.74 | -49.84 | -54.23 | 197.20 | 45.53 | -22.85 | 11.77 | 39.98 | -21.13 | 29.56 | 194.52 | 23.44 | -37.13 |
| Sharpe Ratio | NA | -1.16 | -0.23 | -0.44 | 0.00 | NA | NA | … | … | -1.58 | -0.12 | 0.43 | 1.77 | -0.78 | -0.85 | 2.57 | 0.92 | -0.44 | 0.37 | 0.95 | -0.48 | 0.55 | 3.71 | 0.44 | -0.85 |
| Standard Deviation(%) | NA | 44.11 | 46.44 | 52.40 | 53.21 | NA | NA | … | … | 51.18 | 39.87 | 50.71 | 44.31 | 65.92 | 63.45 | 76.02 | 48.17 | 54.92 | 30.49 | 41.88 | 43.97 | 53.65 | 52.38 | 54.05 | 75.45 |
| Draw Down(%) | NA | 59.24 | 59.24 | 78.31 | 86.74 | NA | NA | … | … | 48.41 | 30.31 | 31.84 | 37.57 | 58.35 | 74.30 | 64.16 | 43.79 | 58.60 | 24.76 | 34.49 | 42.29 | 38.02 | 29.07 | 49.40 | 42.29 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/10/2026, Common starting date is 07/20/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZG (Zillow Group, Inc.) |
-31.96%
Apr 2021 – Apr 2024 |
-23.39%
Feb 2021 – Feb 2026 |
0.11%
Jun 2014 – Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZG (Zillow Group, Inc.) |
74.20%
Nov 2011 – Nov 2014 |
48.97%
Feb 2016 – Feb 2021 |
27.57%
Oct 2011 – Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart