# Track Record

> Canonical URL: https://ai.venture-science.com/track-record
> Source: Venture Science (https://ai.venture-science.com) — machine-readable twin of the HTML page.
> Last generated: 2026-09-09T02:26:14.828Z

## Summary

Strata Fund returned +26.49% year to date in 2026 (through July 1, 2026), a 60.62% annualized rate, with a Sharpe ratio of 2.65, Sortino of 4.57, maximum drawdown of -8.89%, and 20.96% volatility — ahead of the S&P 500 (+9.85%), Nasdaq Composite (+12.54%), and Dow Jones (+9.64%) over the same period.

## Key facts

- **Total return (YTD 2026, as of July 1, 2026):** +26.49%
- **Annualized return:** 60.62%
- **Sharpe / Sortino:** 2.65 / 4.57
- **Max drawdown / volatility:** -8.89% / 20.96%
- **Benchmarks (YTD 2026):** S&P 500 +9.85%, Nasdaq Composite +12.54%, Dow Jones +9.64%
- **Notable exits:** Circle, Lyft, Lemonade, HeartFlow (IPOs); Paige AI (acquired by Tempus); Appetas (acquired by Google)

## Related

- Firm summary: https://ai.venture-science.com/llms.txt
- Full corpus: https://ai.venture-science.com/llms-full.txt
- Structured JSON: https://ai.venture-science.com/data/firm.json
- Research and daily updates: https://updates.venture-science.com