Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOTE (FiscalNote Holdings, Inc.) | -87.76% | -97.07% | -82.83% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 08/01/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOTE (FiscalNote Holdings, Inc.) | 08/01/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.88 | -97.07 | -82.83 | NA | NA | NA | NA | … | … | -87.76 | -87.82 | -6.14 | -81.99 | -25.53 |
| Sharpe Ratio | NA | -0.72 | -0.74 | NA | NA | NA | NA | … | … | -0.56 | -0.91 | -0.11 | -0.61 | -0.45 |
| Standard Deviation(%) | NA | 139.19 | 115.55 | NA | NA | NA | NA | … | … | 180.53 | 100.51 | 87.79 | 141.81 | 116.94 |
| Draw Down(%) | NA | 98.30 | 99.67 | NA | NA | NA | NA | … | … | 90.29 | 93.25 | 64.19 | 87.63 | 56.68 |
| 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 |
Data as of 06/11/2026, Common starting date is 08/01/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOTE (FiscalNote Holdings, Inc.) |
-80.86%
May 2023 – May 2026 |
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 |
|---|---|---|---|---|
| NOTE (FiscalNote Holdings, Inc.) |
-59.09%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart