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
OPAD (Offerpad Solutions Inc) -60.33% -49.58% -62.59% -79.97% NA NA NA
Data as of 06/17/2026, Common starting date is 12/11/2020
More Performance Analytics Comparison
Name Start Date End Date
OPAD (Offerpad Solutions Inc) 12/11/2020 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
Annualized Return (%) -0.62 -49.58 -62.59 -79.97 NA NA NA -60.33 -57.54 -72.20 -85.16 -92.80 -41.82 8.06
Sharpe Ratio NA 1.41 -0.10 -0.39 NA NA NA 6.57 -0.37 -0.92 -0.35 -0.90 -0.51 19.65
Standard Deviation(%) NA 270.82 171.84 181.82 NA NA NA 336.42 163.96 82.00 253.85 104.49 82.33 17.76
Draw Down(%) NA 90.75 96.10 99.98 NA NA NA 73.70 80.90 73.95 94.23 93.86 67.95 1.52
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
Data as of 06/17/2026, Common starting date is 12/11/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
OPAD (Offerpad Solutions Inc) -88.75%
May 2022 – May 2025
-78.76%
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
OPAD (Offerpad Solutions Inc) -51.69%
Apr 2023 – Apr 2026
-77.17%
Jan 2021 – Jan 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return