Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOCU (DocuSign, Inc.) | -34.02% | -41.42% | -6.33% | -28.59% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/27/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOCU (DocuSign, Inc.) | 04/27/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.87 | -41.42 | -6.33 | -28.59 | NA | NA | NA | … | … | -34.02 | -22.20 | 56.43 | 7.27 | -63.61 | -31.48 | 199.96 | 84.91 | 0.88 |
| Sharpe Ratio | NA | -1.04 | -0.21 | -0.49 | NA | NA | NA | … | … | -1.16 | -0.53 | 1.17 | 0.06 | -0.80 | -0.43 | 3.31 | 1.91 | 0.00 |
| Standard Deviation(%) | NA | 49.91 | 45.12 | 60.37 | NA | NA | NA | … | … | 52.17 | 48.18 | 43.22 | 48.45 | 81.47 | 73.07 | 59.93 | 43.67 | 54.26 |
| Draw Down(%) | NA | 55.06 | 60.98 | 87.57 | NA | NA | NA | … | … | 40.19 | 34.48 | 21.75 | 43.20 | 74.65 | 56.43 | 28.05 | 25.39 | 44.88 |
| 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 06/10/2026, Common starting date is 04/27/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOCU (DocuSign, Inc.) |
-42.90%
Jul 2021 – Jul 2024 |
-27.61%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOCU (DocuSign, Inc.) |
87.91%
Oct 2018 – Oct 2021 |
8.20%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart