Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADI (Analog Devices, Inc.) | 16.19% | 6.48% | 20.50% | 17.94% | 17.11% | 17.88% | 12.04% | 10.93% |
Data as of 07/11/2025, AR inception is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADI (Analog Devices, Inc.) | 03/17/1980 | 07/11/2025 |
| 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 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 6.48 | 20.50 | 17.94 | 17.11 | 17.88 | 12.04 | 10.93 | 16.19 | 8.82 | 23.36 | -4.91 | 20.96 | 26.87 | 41.31 | -1.64 | 25.30 | 34.96 | 2.39 | 12.15 | 24.70 | 21.26 | -2.41 | 22.70 | 71.65 | -38.06 | -1.51 | -6.65 | -1.89 | -18.69 | 91.40 | -46.23 | -13.28 | 10.08 | 196.41 | 13.32 | -18.27 | -4.24 | 0.71 | 42.64 | 51.54 | 71.05 | 43.40 | -32.05 | -20.41 | 8.89 | -28.00 | -40.76 | 39.55 | -39.03 | 40.27 | 146.65 | -22.43 | 54.95 |
| Sharpe Ratio | NA | 0.08 | 0.51 | 0.45 | 0.48 | NA | NA | 0.18 | 0.64 | 0.16 | 0.76 | -0.17 | 0.77 | 0.53 | 1.38 | -0.11 | 1.22 | 1.47 | 0.07 | 0.58 | 1.30 | 1.08 | -0.08 | 0.77 | 1.94 | -0.81 | -0.17 | -0.33 | -0.17 | -0.60 | 2.04 | -0.72 | -0.20 | 0.06 | 3.25 | 0.15 | -0.36 | -0.11 | -0.05 | 0.98 | 1.08 | 1.72 | 0.75 | -1.00 | -0.94 | 0.11 | -0.52 | -0.96 | 1.01 | -0.93 | 0.61 | 2.93 | -0.70 | 1.34 |
| Standard Deviation(%) | NA | 41.54 | 33.75 | 32.36 | 32.63 | NA | NA | 45.27 | 47.14 | 31.53 | 26.15 | 36.74 | 27.18 | 50.34 | 28.88 | 27.48 | 20.23 | 23.64 | 31.78 | 21.01 | 18.91 | 19.76 | 30.32 | 29.38 | 36.89 | 48.17 | 27.14 | 30.44 | 24.97 | 32.85 | 44.36 | 66.18 | 78.35 | 93.53 | 59.40 | 64.55 | 61.24 | 70.05 | 60.95 | 40.25 | 45.44 | 39.42 | 52.27 | 37.47 | 28.09 | 37.80 | 62.13 | 47.08 | 33.69 | 49.21 | 55.79 | 47.16 | 46.73 | 48.71 |
| Draw Down(%) | NA | 32.20 | 32.20 | 32.20 | 33.62 | NA | NA | 83.26 | 32.20 | 17.58 | 21.51 | 23.63 | 11.67 | 33.62 | 17.64 | 23.35 | 10.75 | 11.71 | 26.39 | 22.18 | 9.25 | 13.23 | 28.71 | 16.32 | 19.88 | 55.00 | 24.39 | 34.14 | 21.18 | 34.60 | 20.39 | 61.86 | 50.50 | 56.10 | 26.01 | 66.03 | 41.32 | 49.82 | 40.93 | 19.26 | 28.12 | 18.39 | 43.43 | 42.31 | 36.27 | 37.80 | 62.77 | 54.03 | 24.37 | 49.36 | 43.06 | 17.50 | 43.75 | 33.52 |
| Yield(%) | 0.00 | 1.63 | 2.40 | 2.75 | 4.16 | 7.26 | 4.40 | 109.68 | 0.94 | 1.90 | 2.12 | 1.72 | 1.89 | 2.06 | 2.51 | 2.13 | 2.48 | 3.09 | 2.88 | 3.00 | 3.09 | 3.33 | 2.56 | 2.72 | 4.07 | 2.57 | 2.19 | 1.63 | 0.99 | 0.48 | 0.15 | 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 07/11/2025, AR inception is 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADI (Analog Devices, Inc.) |
-32.65%
Jul 1987 - Jul 1990 |
-24.14%
Dec 1985 - Dec 1990 |
-10.73%
Aug 2000 - Aug 2010 |
-4.71%
Aug 1983 - Aug 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADI (Analog Devices, Inc.) |
92.70%
Mar 1997 - Mar 2000 |
44.56%
Mar 1995 - Mar 2000 |
40.60%
Aug 1990 - Aug 2000 |
20.11%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart