Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTRE (Fortrea Holdings Inc.) | -4.46% | 162.84% | NA | NA | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 06/16/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTRE (Fortrea Holdings Inc.) | 06/16/2023 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.49 | 162.84 | NA | NA | NA | NA | NA | … | … | -4.46 | -6.70 | -46.56 | 15.95 |
| Sharpe Ratio | NA | 1.90 | NA | NA | NA | NA | NA | … | … | -0.16 | -0.10 | -0.84 | 0.59 |
| Standard Deviation(%) | NA | 84.31 | NA | NA | NA | NA | NA | … | … | 76.39 | 92.96 | 61.11 | 47.40 |
| Draw Down(%) | NA | 51.79 | NA | NA | NA | NA | NA | … | … | 51.79 | 79.42 | 58.24 | 32.14 |
| Yield(%) | 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 06/12/2026, Common starting date is 06/16/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTRE (Fortrea Holdings Inc.) |
0.00%
NA |
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 |
|---|---|---|---|---|
| FTRE (Fortrea Holdings Inc.) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart