Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRZE (Braze, Inc.) | -36.83% | -23.81% | -19.31% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 11/17/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRZE (Braze, Inc.) | 11/17/2021 | 06/11/2026 |
| 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 (%) | -6.40 | -23.81 | -19.31 | NA | NA | NA | NA | … | … | -36.83 | -15.47 | -19.25 | 94.76 | -64.64 | -17.38 |
| Sharpe Ratio | NA | -0.58 | -0.26 | NA | NA | NA | NA | … | … | -0.79 | -0.33 | -0.54 | 1.92 | -0.78 | -0.72 |
| Standard Deviation(%) | NA | 67.80 | 55.23 | NA | NA | NA | NA | … | … | 79.86 | 55.97 | 48.23 | 47.54 | 85.39 | 110.62 |
| Draw Down(%) | NA | 56.37 | 73.56 | NA | NA | NA | NA | … | … | 53.95 | 48.94 | 49.89 | 26.54 | 70.19 | 38.20 |
| 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 06/11/2026, Common starting date is 11/17/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRZE (Braze, Inc.) |
-18.43%
Dec 2021 – Dec 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 |
|---|---|---|---|---|
| BRZE (Braze, Inc.) |
7.92%
Dec 2022 – Dec 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart