Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADSK (Autodesk, Inc.) | -21.07% | -21.69% | 3.88% | -3.88% | 14.82% | 12.43% | 9.94% | … | … |
Data as of 06/04/2026, Common starting date is 06/28/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADSK (Autodesk, Inc.) | 06/28/1985 | 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 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.03 | -21.69 | 3.88 | -3.88 | 14.82 | 12.43 | 9.94 | … | … | -21.07 | 1.74 | 22.22 | 30.29 | -33.54 | -7.91 | 66.43 | 42.65 | 22.68 | 41.64 | 21.47 | 1.45 | 19.36 | 42.35 | 16.55 | -20.60 | 50.33 | 29.31 | -60.51 | 22.99 | -5.80 | 13.18 | 208.79 | 71.89 | -23.26 | 38.36 | -20.19 | -20.94 | 15.37 | 32.14 | -18.25 | -13.56 | 76.11 | -2.70 | 34.06 | -32.02 | 30.13 | 34.48 | 39.76 | 62.22 | 55.05 | 106.25 |
| Sharpe Ratio | NA | -0.79 | 0.06 | -0.19 | 0.36 | NA | NA | … | … | -1.22 | -0.04 | 0.58 | 0.83 | -0.74 | -0.23 | 1.30 | 0.66 | 0.03 | 0.74 | -0.36 | -0.60 | 0.03 | 0.88 | -0.05 | -0.86 | 0.89 | 0.22 | -1.29 | 0.03 | -0.80 | -0.20 | 5.72 | 1.41 | -0.82 | 0.31 | -0.65 | -0.40 | 0.20 | 0.49 | -0.40 | -0.37 | 1.72 | -0.11 | 0.62 | -0.60 | 0.56 | 0.85 | 0.76 | 0.74 | 1.15 | 6.87 |
| Standard Deviation(%) | NA | 31.53 | 29.20 | 35.00 | 36.35 | NA | NA | … | … | 39.14 | 27.60 | 27.34 | 31.56 | 47.40 | 34.98 | 50.50 | 29.32 | 40.68 | 30.57 | 35.34 | 28.38 | 26.49 | 27.10 | 38.07 | 45.65 | 35.67 | 48.29 | 62.12 | 28.43 | 35.32 | 39.45 | 33.09 | 37.24 | 52.80 | 57.31 | 67.02 | 60.60 | 60.89 | 57.78 | 54.42 | 46.87 | 42.46 | 41.91 | 50.72 | 59.42 | 44.45 | 33.75 | 46.24 | 77.85 | 44.20 | 45.95 |
| Draw Down(%) | NA | 33.15 | 33.15 | 51.99 | 51.99 | NA | NA | … | … | 26.20 | 23.29 | 25.03 | 17.18 | 42.09 | 27.05 | 35.47 | 21.63 | 24.73 | 20.30 | 30.02 | 32.85 | 18.43 | 19.11 | 28.92 | 49.10 | 31.07 | 43.58 | 71.12 | 16.93 | 32.13 | 27.33 | 15.25 | 16.68 | 53.32 | 36.44 | 63.67 | 64.69 | 55.51 | 35.00 | 54.62 | 39.30 | 23.27 | 30.82 | 40.51 | 51.02 | 45.83 | 23.84 | 26.37 | 60.31 | 36.02 | 21.21 |
| 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 | 0.04 | 0.49 | 0.82 | 0.81 | 0.93 | 0.72 | 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 06/28/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADSK (Autodesk, Inc.) |
-30.41%
Feb 2006 – Feb 2009 |
-13.64%
Jul 1995 – Jul 2000 |
-2.01%
Jul 1990 – Jul 2000 |
4.08%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADSK (Autodesk, Inc.) |
98.36%
Oct 2002 – Oct 2005 |
60.50%
Jul 1985 – Jul 1990 |
33.59%
Jul 1985 – Jul 1995 |
22.74%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart