Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ACIW (ACI Worldwide, Inc.) | -11.40% | -9.14% | 22.68% | 1.60% | 7.10% | 10.17% | 5.95% | … | … |
Data as of 06/04/2026, Common starting date is 02/24/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACIW (ACI Worldwide, Inc.) | 02/24/1995 | 06/04/2026 |
| 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 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.09 | -9.14 | 22.68 | 1.60 | 7.10 | 10.17 | 5.95 | … | … | -11.40 | -6.13 | 69.61 | 33.04 | -33.72 | -9.71 | 1.43 | 36.94 | 22.06 | 24.90 | -15.19 | 6.10 | -6.91 | 48.78 | 52.55 | 6.59 | 56.68 | 7.86 | -16.49 | -41.54 | 13.13 | 45.04 | -10.87 | 242.62 | -46.98 | 6.03 | -58.71 | -44.00 | 31.58 | 14.29 | 97.04 | 88.81 |
| Sharpe Ratio | NA | -0.25 | 0.58 | 0.00 | 0.18 | NA | NA | … | … | -0.56 | -0.27 | 2.17 | 0.77 | -0.89 | -0.33 | 0.02 | 0.48 | 0.02 | 0.21 | -1.59 | -0.51 | -1.03 | 1.39 | 1.07 | -0.30 | 1.22 | -0.27 | -0.42 | -1.35 | -0.24 | 0.63 | -0.69 | 3.50 | -0.80 | -0.18 | -0.71 | -0.85 | 0.67 | 0.24 | 1.68 | 2.50 |
| Standard Deviation(%) | NA | 32.20 | 33.48 | 35.09 | 35.66 | NA | NA | … | … | 39.94 | 33.83 | 29.41 | 37.87 | 39.50 | 29.70 | 56.08 | 28.72 | 30.40 | 27.29 | 30.86 | 24.37 | 24.75 | 21.71 | 32.10 | 40.03 | 31.27 | 40.27 | 86.22 | 47.07 | 39.28 | 38.09 | 44.20 | 63.81 | 83.20 | 87.10 | 115.08 | 55.28 | 42.19 | 44.84 | 55.02 | 43.00 |
| Draw Down(%) | NA | 28.25 | 35.02 | 49.80 | 54.18 | NA | NA | … | … | 19.54 | 28.96 | 12.33 | 31.87 | 43.53 | 34.13 | 45.75 | 19.76 | 15.94 | 12.94 | 24.16 | 19.03 | 19.74 | 12.20 | 18.29 | 32.96 | 17.60 | 35.04 | 60.79 | 54.91 | 27.14 | 16.07 | 40.34 | 27.99 | 59.22 | 57.19 | 75.85 | 50.50 | 36.78 | 32.61 | 29.18 | 16.07 |
| 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 | 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 06/04/2026, Common starting date is 02/24/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIW (ACI Worldwide, Inc.) |
-49.80%
Feb 2000 – Feb 2003 |
-33.38%
Feb 1998 – Feb 2003 |
-10.83%
Dec 1998 – Dec 2008 |
-2.81%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACIW (ACI Worldwide, Inc.) |
80.11%
Feb 2003 – Feb 2006 |
40.45%
Sep 2001 – Sep 2006 |
23.46%
Mar 2003 – Mar 2013 |
18.29%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart