Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/13/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| A (Agilent Technologies, Inc.) | -13.90% | -21.31% | -0.41% | 8.29% | 11.60% | 9.15% | 9.94% | 4.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A (Agilent Technologies, Inc.) | 11/18/1999 | 05/13/2025 |
The return data shown below all have the same latest date: 05/13/2025.
AR inception is since 11/18/1999.
AR inception is since 11/18/1999.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.67 | -21.31 | -0.41 | 8.29 | 11.60 | 9.15 | 9.94 | 4.67 | -13.90 | -2.70 | -6.41 | -5.52 | 35.50 | 39.79 | 27.54 | 1.67 | 48.32 | 10.16 | 3.46 | -27.91 | 41.13 | 18.38 | -15.69 | 33.34 | 98.78 | -57.46 | 5.42 | 18.40 | 38.12 | -17.56 | 62.81 | -37.01 | -47.93 | -33.29 | 75.71 |
| Sharpe Ratio | NA | -1.07 | -0.19 | 0.15 | 0.33 | NA | NA | 0.07 | -1.44 | -0.36 | -0.40 | -0.20 | 1.71 | 1.08 | 1.05 | 0.01 | 2.90 | 0.42 | 0.15 | -0.75 | 1.87 | 0.63 | -0.32 | 1.08 | 2.41 | -1.20 | 0.09 | 0.51 | 1.35 | -0.48 | 1.31 | -0.63 | -0.75 | -0.36 | 138.76 |
| Standard Deviation(%) | NA | 29.88 | 29.52 | 27.71 | 27.13 | NA | NA | 41.51 | 34.89 | 26.10 | 26.74 | 35.23 | 20.70 | 36.61 | 24.78 | 27.22 | 16.51 | 23.61 | 22.52 | 37.41 | 21.95 | 29.52 | 48.96 | 30.68 | 41.00 | 48.51 | 26.52 | 29.61 | 26.63 | 38.58 | 47.40 | 60.94 | 68.11 | 103.80 | 95.84 |
| Draw Down(%) | NA | 35.32 | 36.54 | 43.19 | 43.19 | NA | NA | 93.18 | 34.80 | 18.74 | 36.03 | 29.20 | 17.37 | 29.69 | 19.78 | 18.10 | 6.74 | 16.77 | 22.96 | 36.42 | 10.28 | 21.99 | 44.09 | 27.56 | 36.24 | 60.74 | 19.83 | 30.82 | 17.63 | 47.51 | 42.68 | 70.92 | 72.08 | 75.59 | 9.09 |
| Yield(%) | 0.00 | 0.66 | 0.77 | 1.08 | 1.70 | 2.21 | 3.28 | 1.23 | 0.19 | 0.69 | 0.61 | 0.68 | 0.65 | 0.63 | 1.02 | 0.90 | 1.17 | 1.17 | 1.27 | 0.70 | 1.17 | 1.10 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 6.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A (Agilent Technologies, Inc.) |
-49.81%
Mar 2000 - Mar 2003 |
-26.57%
Mar 2000 - Mar 2005 |
-10.16%
Feb 2000 - Feb 2010 |
-4.95%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A (Agilent Technologies, Inc.) |
46.51%
Feb 2009 - Feb 2012 |
33.17%
Feb 2009 - Feb 2014 |
19.90%
Feb 2009 - Feb 2019 |
17.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart