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
GOGO (Gogo Inc) -24.89% -72.07% -40.79% -20.85% -8.21% NA NA
Data as of 06/17/2026, Common starting date is 06/24/2013
More Performance Analytics Comparison
Name Start Date End Date
GOGO (Gogo Inc) 06/24/2013 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 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) 2.94 -72.07 -40.79 -20.85 -8.21 NA NA -24.89 -43.02 -24.09 -31.37 9.09 40.50 50.47 114.05 -73.49 22.34 -48.20 7.68 -33.40 73.93
Sharpe Ratio NA -1.09 -0.68 -0.39 -0.14 NA NA -0.68 -0.59 -0.57 -0.84 0.16 0.58 0.41 1.91 -0.71 0.56 -0.80 0.18 -0.51 2.39
Standard Deviation(%) NA 66.54 63.65 59.51 71.30 NA NA 65.07 79.31 54.29 42.88 49.30 70.09 120.95 59.11 105.44 39.25 60.79 42.87 65.69 78.61
Draw Down(%) NA 79.56 81.04 85.48 90.33 NA NA 36.82 72.61 42.10 45.54 49.79 40.42 78.13 36.29 74.21 39.57 55.84 39.55 54.55 33.07
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 0.00 0.00 0.00
Data as of 06/17/2026, Common starting date is 06/24/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GOGO (Gogo Inc) -46.43%
Apr 2017 – Apr 2020
-38.13%
Apr 2015 – Apr 2020
-13.39%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
GOGO (Gogo Inc) 101.87%
Apr 2020 – Apr 2023
40.37%
Jul 2020 – Jul 2025
-0.08%
Sep 2013 – Sep 2023
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return