Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDLX (Cardlytics Inc) | 355.65% | 178.72% | -7.45% | -45.08% | NA | NA | NA | … | … |
Data as of 06/16/2026, Common starting date is 02/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDLX (Cardlytics Inc) | 02/09/2018 | 06/16/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.08 | 178.72 | -7.45 | -45.08 | NA | NA | NA | … | … | 355.65 | -67.92 | -59.50 | 59.34 | -91.25 | -53.71 | 127.12 | 480.42 | -19.00 |
| Sharpe Ratio | NA | 0.56 | -0.02 | -0.22 | NA | NA | NA | … | … | 5.02 | -0.51 | -0.45 | 0.37 | -0.71 | -0.79 | 1.18 | 7.14 | -0.32 |
| Standard Deviation(%) | NA | 424.28 | 269.38 | 222.46 | NA | NA | NA | … | … | 609.54 | 140.69 | 147.43 | 149.70 | 129.88 | 68.03 | 106.72 | 67.09 | 71.07 |
| Draw Down(%) | NA | 90.99 | 97.04 | 99.55 | NA | NA | NA | … | … | 90.99 | 77.18 | 85.38 | 71.05 | 94.91 | 60.33 | 71.37 | 24.22 | 62.39 |
| 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 |
Data as of 06/16/2026, Common starting date is 02/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDLX (Cardlytics Inc) |
-67.89%
Mar 2022 – Mar 2025 |
-63.61%
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 |
|---|---|---|---|---|
| CDLX (Cardlytics Inc) |
114.07%
Apr 2018 – Apr 2021 |
-2.61%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart