Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTA (Intapp Inc) | -51.90% | -58.73% | -23.10% | NA | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 07/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTA (Intapp Inc) | 07/01/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -5.00 | -58.73 | -23.10 | NA | NA | NA | NA | … | … | -51.90 | -25.62 | 73.20 | 52.45 | -0.87 | -8.18 |
| Sharpe Ratio | NA | -1.07 | -0.49 | NA | NA | NA | NA | … | … | -1.12 | -0.64 | 1.59 | 0.90 | -0.04 | -0.23 |
| Standard Deviation(%) | NA | 55.95 | 49.42 | NA | NA | NA | NA | … | … | 70.39 | 45.28 | 42.37 | 53.91 | 58.42 | 67.71 |
| Draw Down(%) | NA | 65.71 | 74.17 | NA | NA | NA | NA | … | … | 58.23 | 51.90 | 32.11 | 35.92 | 50.59 | 43.57 |
| 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 06/18/2026, Common starting date is 07/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTA (Intapp Inc) |
-18.25%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTA (Intapp Inc) |
52.45%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart