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
DOMO (Domo Inc) -71.29% -80.84% -45.75% -50.09% NA NA NA
Data as of 06/18/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
Name Start Date End Date
DOMO (Domo Inc) 06/29/2018 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 2020 2019 2018 2013 2012
Annualized Return (%) -18.24 -80.84 -45.75 -50.09 NA NA NA -71.29 26.27 -28.38 -27.74 -71.29 -22.22 193.60 10.65 -28.10 -90.00 0.00
Sharpe Ratio NA -0.96 -0.62 -0.66 NA NA NA -0.94 0.33 -0.69 -0.41 -0.81 -0.35 2.20 -0.17 -0.93 -0.47 0.00
Standard Deviation(%) NA 84.09 71.88 75.38 NA NA NA 98.21 72.45 51.34 78.52 90.33 63.47 87.23 74.12 76.69 230.26 NA
Draw Down(%) NA 86.70 86.70 97.52 NA NA NA 71.83 52.86 45.97 57.92 78.57 52.15 70.40 65.24 48.10 90.00 0.00
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 0.00
Data as of 06/18/2026, Common starting date is 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DOMO (Domo Inc) -56.30%
Aug 2021 – Aug 2024
-44.15%
Mar 2021 – Mar 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DOMO (Domo Inc) 75.91%
Oct 2018 – Oct 2021
1.47%
Jul 2018 – Jul 2023
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return