Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YEXT (Yext, Inc.) | -52.85% | -56.07% | -34.32% | -23.48% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/17/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YEXT (Yext, Inc.) | 04/17/2017 | 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 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -56.07 | -34.32 | -23.48 | NA | NA | NA | … | … | -52.85 | 27.36 | 7.47 | -9.80 | -34.17 | -36.90 | 9.02 | -2.90 | 23.44 | -11.22 |
| Sharpe Ratio | NA | -1.15 | -0.50 | -0.46 | NA | NA | NA | … | … | -1.19 | 0.62 | 0.02 | -0.21 | -0.59 | -0.77 | 0.14 | -0.10 | 0.43 | -0.40 |
| Standard Deviation(%) | NA | 50.96 | 56.07 | 54.65 | NA | NA | NA | … | … | 70.96 | 40.28 | 46.68 | 67.21 | 60.61 | 48.09 | 62.02 | 44.42 | 51.49 | 40.43 |
| Draw Down(%) | NA | 63.54 | 75.53 | 77.70 | NA | NA | NA | … | … | 58.82 | 18.22 | 26.82 | 60.66 | 58.40 | 54.20 | 47.81 | 40.55 | 50.39 | 23.18 |
| 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 | 0.00 |
Data as of 06/10/2026, Common starting date is 04/17/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YEXT (Yext, Inc.) |
-40.52%
Jul 2019 – Jul 2022 |
-24.18%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YEXT (Yext, Inc.) |
26.88%
Aug 2022 – Aug 2025 |
-5.35%
Mar 2018 – Mar 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart