Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFRM (Affirm Holdings Inc) | -0.69% | 19.84% | 66.38% | 1.63% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 01/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFRM (Affirm Holdings Inc) | 01/14/2021 | 06/18/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 11.17 | 19.84 | 66.38 | 1.63 | NA | NA | NA | … | … | -0.69 | 24.48 | 31.54 | 408.17 | -90.38 | -12.51 |
| Sharpe Ratio | NA | 0.09 | 0.66 | -0.03 | NA | NA | NA | … | … | -0.41 | 0.29 | 0.33 | 4.24 | -0.72 | -0.14 |
| Standard Deviation(%) | NA | 60.74 | 76.45 | 94.41 | NA | NA | NA | … | … | 62.05 | 74.92 | 76.26 | 96.80 | 126.83 | 94.09 |
| Draw Down(%) | NA | 53.86 | 55.85 | 94.71 | NA | NA | NA | … | … | 48.79 | 55.85 | 51.00 | 57.38 | 91.14 | 65.45 |
| 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 |
Data as of 06/18/2026, Common starting date is 01/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFRM (Affirm Holdings Inc) |
-35.38%
Oct 2021 – Oct 2024 |
-12.78%
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 |
|---|---|---|---|---|
| AFRM (Affirm Holdings Inc) |
97.44%
Dec 2022 – Dec 2025 |
3.91%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart