Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVER (EverQuote, Inc.) | -26.59% | -23.39% | 35.37% | -10.33% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVER (EverQuote, Inc.) | 06/29/2018 | 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 (%) | 10.36 | -23.39 | 35.37 | -10.33 | NA | NA | NA | … | … | -26.59 | 33.52 | 60.78 | -16.96 | -5.87 | -58.07 | 8.73 | 721.77 | -76.93 |
| Sharpe Ratio | NA | -0.34 | 0.37 | -0.17 | NA | NA | NA | … | … | -0.58 | 0.56 | 0.90 | -0.27 | -0.10 | -1.02 | 0.10 | 10.02 | -0.92 |
| Standard Deviation(%) | NA | 70.11 | 68.19 | 70.66 | NA | NA | NA | … | … | 97.55 | 55.88 | 60.81 | 80.62 | 75.99 | 56.81 | 87.39 | 71.90 | 104.90 |
| Draw Down(%) | NA | 48.80 | 51.97 | 84.02 | NA | NA | NA | … | … | 47.15 | 34.87 | 37.31 | 69.54 | 67.18 | 76.71 | 50.59 | 28.83 | 77.64 |
| 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 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVER (EverQuote, Inc.) |
-51.83%
Jun 2020 – Jun 2023 |
-20.25%
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 |
|---|---|---|---|---|
| EVER (EverQuote, Inc.) |
55.31%
Dec 2018 – Dec 2021 |
23.97%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart