Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DOUG (Douglas Elliman Inc) -27.00% -35.93% -7.70% NA NA NA NA
Data as of 06/17/2026, Common starting date is 12/30/2021
More Performance Analytics Comparison
Name Start Date End Date
DOUG (Douglas Elliman Inc) 12/30/2021 06/17/2026
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 (%) -1.14 -35.93 -7.70 NA NA NA NA -27.00 42.51 -43.39 -22.63 -63.17 -5.19
Sharpe Ratio NA -0.61 -0.19 NA NA NA NA -0.71 0.56 -0.58 -0.43 -1.13 NA
Standard Deviation(%) NA 71.09 76.81 NA NA NA NA 76.20 72.45 85.81 63.23 57.45 0.00
Draw Down(%) NA 49.84 66.45 NA NA NA NA 44.48 30.26 64.75 67.03 68.27 5.19
Yield(%) 0.00 0.00 0.00 0.41 0.21 0.14 0.10 0.00 0.00 0.00 1.18 1.84 0.00
Data as of 06/17/2026, Common starting date is 12/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DOUG (Douglas Elliman Inc) -36.60%
Jan 2022 – Jan 2025
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
DOUG (Douglas Elliman Inc) -8.99%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return