Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBLX (Roblox Corp) | -36.41% | -49.80% | 7.25% | -8.68% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/11/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBLX (Roblox Corp) | 03/11/2021 | 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 (%) | 18.49 | -49.80 | 7.25 | -8.68 | NA | NA | NA | … | … | -36.41 | 42.10 | 30.03 | 60.65 | -72.41 | 39.59 |
| Sharpe Ratio | NA | -0.94 | 0.01 | -0.24 | NA | NA | NA | … | … | -1.09 | 0.81 | 0.47 | 0.93 | -0.76 | 0.64 |
| Standard Deviation(%) | NA | 60.62 | 54.64 | 69.13 | NA | NA | NA | … | … | 71.06 | 49.63 | 50.01 | 61.44 | 97.43 | 79.77 |
| Draw Down(%) | NA | 70.82 | 70.82 | 82.79 | NA | NA | NA | … | … | 52.67 | 42.79 | 33.46 | 45.49 | 77.52 | 29.68 |
| 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 03/11/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLX (Roblox Corp) |
-28.96%
May 2021 – May 2024 |
-12.85%
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 |
|---|---|---|---|---|
| RBLX (Roblox Corp) |
56.93%
Sep 2022 – Sep 2025 |
-5.81%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart