Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NCNO (nCino Inc) | -40.25% | -44.23% | -14.80% | -24.86% | NA | NA | NA | … | … |
Data as of 06/12/2026, Common starting date is 07/15/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NCNO (nCino Inc) | 07/15/2020 | 06/12/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.68 | -44.23 | -14.80 | -24.86 | NA | NA | NA | … | … | -40.25 | -21.71 | -0.15 | 27.19 | -51.80 | -24.24 | 0.10 |
| Sharpe Ratio | NA | -1.01 | -0.40 | -0.51 | NA | NA | NA | … | … | -1.28 | -0.58 | -0.11 | 0.45 | -0.71 | -0.50 | 0.00 |
| Standard Deviation(%) | NA | 46.62 | 45.06 | 53.32 | NA | NA | NA | … | … | 55.25 | 43.16 | 39.82 | 51.20 | 74.70 | 48.84 | 57.98 |
| Draw Down(%) | NA | 57.14 | 67.14 | 82.07 | NA | NA | NA | … | … | 45.36 | 38.38 | 22.42 | 31.41 | 58.19 | 42.34 | 29.42 |
| 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 |
Data as of 06/12/2026, Common starting date is 07/15/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCNO (nCino Inc) |
-30.27%
Nov 2020 – Nov 2023 |
-25.83%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NCNO (nCino Inc) |
0.60%
Aug 2022 – Aug 2025 |
-17.67%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart