Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYM (Symbotic Inc) | -29.95% | 16.75% | -6.41% | 33.17% | NA | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 03/09/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYM (Symbotic Inc) | 03/09/2021 | 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 (%) | -2.69 | 16.75 | -6.41 | 33.17 | NA | NA | NA | … | … | -29.95 | 144.58 | -53.09 | 329.90 | 19.40 | -2.44 |
| Sharpe Ratio | NA | 0.52 | -0.03 | 0.32 | NA | NA | NA | … | … | -0.91 | 1.50 | -0.65 | 3.28 | 0.14 | -0.32 |
| Standard Deviation(%) | NA | 88.75 | 93.91 | 95.38 | NA | NA | NA | … | … | 63.14 | 96.81 | 92.31 | 100.69 | 126.17 | 9.25 |
| Draw Down(%) | NA | 52.76 | 72.46 | 72.46 | NA | NA | NA | … | … | 43.68 | 47.76 | 65.21 | 52.36 | 56.10 | 8.06 |
| 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 03/09/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYM (Symbotic Inc) |
12.07%
May 2023 – May 2026 |
36.07%
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 |
|---|---|---|---|---|
| SYM (Symbotic Inc) |
96.45%
Nov 2022 – Nov 2025 |
41.31%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart