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
COUR (Coursera Inc) -27.99% -36.45% -26.17% -34.26% NA NA NA
Data as of 06/17/2026, Common starting date is 04/01/2021
More Performance Analytics Comparison
Name Start Date End Date
COUR (Coursera Inc) 04/01/2021 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 (%) -0.75 -36.45 -26.17 -34.26 NA NA NA -27.99 -12.59 -56.69 63.74 -51.60 -46.61
Sharpe Ratio NA -0.65 -0.52 -0.66 NA NA NA -0.87 -0.27 -1.06 1.24 -0.89 -0.89
Standard Deviation(%) NA 61.61 56.17 57.07 NA NA NA 61.40 58.82 60.11 48.36 60.00 63.56
Draw Down(%) NA 59.92 75.81 89.16 NA NA NA 31.12 41.97 68.83 38.94 60.45 60.02
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 04/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
COUR (Coursera Inc) -43.43%
Jun 2021 – Jun 2024
-32.34%
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
COUR (Coursera Inc) 2.80%
Sep 2022 – Sep 2025
-32.34%
May 2021 – May 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return