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
ACTG (Acacia Research Corporation) 25.67% 26.34% 2.46% -2.34% -1.01% -11.69% -4.19%
Data as of 06/04/2026, Common starting date is 12/16/2002
More Performance Analytics Comparison
Name Start Date End Date
ACTG (Acacia Research Corporation) 12/16/2002 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
Annualized Return (%) 0.00 26.34 2.46 -2.34 -1.01 -11.69 -4.19 25.67 -14.06 11.48 -6.89 -17.93 30.20 48.12 -10.74 -26.42 -37.69 51.52 -74.68 16.51 -43.34 -29.72 40.75 184.74 199.67 -66.15 -32.88 93.91 30.19 -2.75 126.14 30.27 -31.62 -48.85
Sharpe Ratio NA 0.47 0.07 -0.13 -0.06 NA NA 1.62 -0.41 0.14 -0.34 -0.44 0.52 0.97 -1.01 -1.30 -1.05 0.30 -1.78 -0.05 -1.15 -1.00 0.35 2.88 2.87 -1.06 -0.80 1.62 0.24 -0.29 0.92 663.77 -0.32 -0.40
Standard Deviation(%) NA 39.49 37.83 40.96 44.12 NA NA 41.77 42.23 35.42 33.38 43.93 58.43 49.09 33.79 36.81 54.62 56.95 52.35 40.67 53.62 48.67 63.08 57.75 63.01 80.41 68.58 44.53 38.96 77.30 116.10 117.90 108.84 131.99
Draw Down(%) NA 20.65 50.00 60.28 73.38 NA NA 11.24 36.04 24.12 24.95 37.27 45.88 27.44 25.23 35.23 59.15 30.54 76.62 23.78 58.69 52.88 38.11 19.00 40.11 78.18 49.80 36.31 26.89 61.36 58.09 7.50 73.33 76.10
Yield(%) 0.00 0.00 0.00 0.00 0.00 0.27 0.56 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 2.99 3.49 1.40 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 12/16/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTG (Acacia Research Corporation) -49.97%
Feb 2013 – Feb 2016
-34.63%
Feb 2011 – Feb 2016
-20.00%
Feb 2012 – Feb 2022
-12.59%
May 2011 – May 2026
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ACTG (Acacia Research Corporation) 149.02%
Oct 2008 – Oct 2011
50.49%
Sep 2008 – Sep 2013
37.94%
Mar 2003 – Mar 2013
9.48%
Apr 2003 – Apr 2018
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return