Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZIZTF (Zip Co Limited) | -17.72% | 25.81% | 86.63% | -19.59% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 07/02/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZIZTF (Zip Co Limited) | 07/02/2020 | 06/15/2026 |
| 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 (%) | 23.42 | 25.81 | 86.63 | -19.59 | NA | NA | NA | … | … | -17.72 | 23.89 | 291.30 | 27.78 | -88.33 | -21.90 | -4.59 |
| Sharpe Ratio | NA | 0.12 | 0.76 | -0.23 | NA | NA | NA | … | … | -0.41 | 0.23 | 2.42 | 0.25 | -0.75 | -0.22 | -0.09 |
| Standard Deviation(%) | NA | 99.83 | 107.60 | 104.72 | NA | NA | NA | … | … | 123.18 | 91.78 | 119.54 | 94.19 | 119.51 | 98.07 | 109.77 |
| Draw Down(%) | NA | 71.98 | 71.98 | 97.38 | NA | NA | NA | … | … | 59.92 | 66.67 | 33.63 | 65.31 | 89.66 | 70.00 | 28.73 |
| 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 06/15/2026, Common starting date is 07/02/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZIZTF (Zip Co Limited) |
-65.80%
Oct 2020 – Oct 2023 |
-29.93%
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 |
|---|---|---|---|---|
| ZIZTF (Zip Co Limited) |
89.25%
Sep 2022 – Sep 2025 |
-7.48%
Sep 2020 – Sep 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart