Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
BETR (Better Home & Finance Holding Company) -16.57% 89.28% -62.73% -44.03% NA NA NA
Data as of 06/17/2026, Common starting date is 04/30/2021
More Performance Analytics Comparison
Name Start Date End Date
BETR (Better Home & Finance Holding Company) 04/30/2021 06/17/2026
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 (%) 14.54 89.28 -62.73 -44.03 NA NA NA -16.57 291.59 -75.59 -91.87 1.92 -4.35
Sharpe Ratio NA 0.72 -0.32 -0.29 NA NA NA -0.34 2.69 -1.08 -0.29 0.19 -0.57
Standard Deviation(%) NA 121.15 209.77 162.43 NA NA NA 115.18 110.39 76.07 329.80 2.89 11.17
Draw Down(%) NA 72.43 99.68 99.68 NA NA NA 50.02 61.69 75.59 99.26 1.81 6.48
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 06/17/2026, Common starting date is 04/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BETR (Better Home & Finance Holding Company) -73.78%
Dec 2021 – Dec 2024
-43.19%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
BETR (Better Home & Finance Holding Company) -47.17%
Oct 2022 – Oct 2025
-43.19%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return