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
WIX (Wix.Com Ltd) -59.10% -73.19% -18.89% -32.34% 4.35% NA NA
Data as of 06/18/2026, Common starting date is 11/07/2013
More Performance Analytics Comparison
Name Start Date End Date
WIX (Wix.Com Ltd) 11/07/2013 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 2020 2019 2018 2017 2016 2015 2014 2013
Annualized Return (%) -3.59 -73.19 -18.89 -32.34 4.35 NA NA -59.10 -50.83 77.45 60.12 -51.31 -36.87 104.25 34.84 56.98 29.18 95.82 8.33 -21.79 62.14
Sharpe Ratio NA -1.06 -0.35 -0.56 0.05 NA NA -1.04 -1.00 1.75 1.19 -0.67 -0.66 1.50 0.94 0.99 0.62 2.29 0.20 -0.43 46.06
Standard Deviation(%) NA 68.99 54.27 59.20 56.13 NA NA 82.72 54.51 40.92 47.32 78.72 55.51 69.10 36.01 56.29 46.44 41.57 41.59 51.00 61.78
Draw Down(%) NA 76.08 82.14 85.55 87.52 NA NA 57.58 62.19 16.73 26.33 66.02 60.71 47.50 24.71 31.41 36.99 31.27 38.29 52.87 8.33
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 06/18/2026, Common starting date is 11/07/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIX (Wix.Com Ltd) -32.66%
Jun 2020 – Jun 2023
-27.37%
Feb 2021 – Feb 2026
10.71%
May 2016 – May 2026
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WIX (Wix.Com Ltd) 91.08%
Apr 2016 – Apr 2019
75.25%
Apr 2016 – Apr 2021
29.98%
Nov 2014 – Nov 2024
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return