Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADBE (Adobe Inc.) | -26.16% | -37.57% | -15.88% | -12.52% | 10.06% | 14.74% | 11.47% | … | … |
Data as of 06/04/2026, Common starting date is 08/13/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADBE (Adobe Inc.) | 08/13/1986 | 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 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.03 | -37.57 | -15.88 | -12.52 | 10.06 | 14.74 | 11.47 | … | … | -26.16 | -21.29 | -25.16 | 77.28 | -40.65 | 13.38 | 51.64 | 45.78 | 29.10 | 70.22 | 9.59 | 29.22 | 21.41 | 58.92 | 33.29 | -8.15 | -16.31 | 72.76 | -50.18 | 3.92 | 11.26 | 17.82 | 60.54 | 57.58 | -20.13 | -46.64 | 73.05 | 187.70 | 13.33 | 10.37 | -39.72 | 108.40 | 33.71 | 41.27 | -51.91 | 124.89 | 43.83 | -17.35 | 66.10 | 131.37 | 88.89 |
| Sharpe Ratio | NA | -1.20 | -0.52 | -0.41 | 0.24 | NA | NA | … | … | -1.34 | -0.75 | -0.86 | 2.32 | -0.92 | 0.45 | 1.07 | 0.95 | 0.21 | 2.39 | -0.99 | 0.45 | 0.11 | 1.64 | 0.64 | -0.79 | -0.90 | 1.17 | -1.25 | -0.75 | -0.34 | -0.10 | 1.37 | 0.94 | -0.58 | -0.84 | 0.56 | 3.79 | 0.19 | 0.13 | -0.71 | 1.78 | 0.59 | 0.67 | -1.10 | 2.34 | 0.55 | -0.43 | 1.37 | 1.44 | 7.93 |
| Standard Deviation(%) | NA | 33.19 | 34.28 | 36.63 | 34.45 | NA | NA | … | … | 40.76 | 31.31 | 37.37 | 31.79 | 45.73 | 29.68 | 47.81 | 23.81 | 35.46 | 21.46 | 24.76 | 23.53 | 25.58 | 24.63 | 23.39 | 33.78 | 38.79 | 46.15 | 55.72 | 24.38 | 32.51 | 32.88 | 29.87 | 40.88 | 69.24 | 82.28 | 88.63 | 48.68 | 53.66 | 50.67 | 60.75 | 58.58 | 52.28 | 57.89 | 49.10 | 51.48 | 69.71 | 54.11 | 44.57 | 88.15 | 52.76 |
| Draw Down(%) | NA | 45.95 | 64.50 | 67.26 | 67.26 | NA | NA | … | … | 35.61 | 32.69 | 31.09 | 18.28 | 51.47 | 20.13 | 25.64 | 16.12 | 25.53 | 9.63 | 21.39 | 14.41 | 17.25 | 9.74 | 14.06 | 36.73 | 32.10 | 34.21 | 55.46 | 14.96 | 34.66 | 24.23 | 16.17 | 18.46 | 61.14 | 62.01 | 31.23 | 21.39 | 51.85 | 33.57 | 53.12 | 30.53 | 35.19 | 54.48 | 61.62 | 31.85 | 64.85 | 47.46 | 22.27 | 72.69 | 12.26 |
| 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 | 0.02 | 0.17 | 0.20 | 0.12 | 0.14 | 0.11 | 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 08/13/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADBE (Adobe Inc.) |
-24.33%
Feb 2006 – Feb 2009 |
-13.50%
Apr 2021 – Apr 2026 |
-3.81%
Sep 2000 – Sep 2010 |
5.18%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADBE (Adobe Inc.) |
95.03%
Jun 1997 – Jun 2000 |
64.06%
Sep 1986 – Sep 1991 |
41.73%
Sep 1990 – Sep 2000 |
28.81%
Sep 1986 – Sep 2001 |
Annualized Rolling Returns Comparison Chart