Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADTN (ADTRAN Holdings, Inc.) | 76.64% | 92.84% | 20.64% | -5.49% | -0.63% | -4.52% | -0.93% | … | … |
Data as of 06/05/2026, Common starting date is 08/10/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADTN (ADTRAN Holdings, Inc.) | 08/10/1994 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.25 | 92.84 | 20.64 | -5.49 | -0.63 | -4.52 | -0.93 | … | … | 76.64 | 5.04 | 11.85 | -59.88 | -16.28 | 57.44 | 54.37 | -5.19 | -43.17 | -11.97 | 32.34 | -19.30 | -17.98 | 40.41 | -34.21 | -15.88 | 62.69 | 54.27 | -29.11 | -4.42 | -22.45 | 57.52 | -37.70 | 97.83 | 28.92 | 20.09 | -58.69 | 180.89 | -33.41 | -33.73 | -23.59 | 137.43 | 101.10 |
| Sharpe Ratio | NA | 1.51 | 0.32 | -0.09 | -0.03 | NA | NA | … | … | 5.63 | 0.04 | 0.10 | -1.04 | -0.39 | 1.30 | 0.83 | -0.14 | -1.12 | -0.47 | 1.09 | -0.69 | -0.57 | 1.19 | -0.88 | -0.37 | 2.08 | 1.37 | -0.61 | -0.22 | -0.73 | 1.30 | -0.80 | 2.01 | 0.52 | 0.28 | -0.78 | 3.14 | -0.57 | -0.53 | -0.37 | 2.81 | 10.25 |
| Standard Deviation(%) | NA | 66.13 | 61.21 | 56.16 | 50.95 | NA | NA | … | … | 67.72 | 62.54 | 55.45 | 61.85 | 45.98 | 44.08 | 65.08 | 47.84 | 39.73 | 26.82 | 29.38 | 27.86 | 31.81 | 33.82 | 39.14 | 43.45 | 30.09 | 39.41 | 49.32 | 34.05 | 35.18 | 42.64 | 48.38 | 48.40 | 53.21 | 64.23 | 80.76 | 56.63 | 64.46 | 70.06 | 72.26 | 47.48 | 47.66 |
| Draw Down(%) | NA | 31.67 | 59.48 | 81.99 | 81.99 | NA | NA | … | … | 21.57 | 39.31 | 41.05 | 74.08 | 28.90 | 28.77 | 49.77 | 50.22 | 46.60 | 20.68 | 15.89 | 37.81 | 32.29 | 21.43 | 58.97 | 44.72 | 14.40 | 20.19 | 52.29 | 26.22 | 36.28 | 17.82 | 50.36 | 26.76 | 48.03 | 40.00 | 78.67 | 34.34 | 52.36 | 57.56 | 54.08 | 19.46 | 13.26 |
| Yield(%) | 0.00 | 0.00 | 0.34 | 0.76 | 1.34 | 0.74 | 1.20 | … | … | 0.00 | 0.00 | 0.00 | 1.43 | 1.57 | 2.44 | 3.60 | 3.32 | 1.80 | 1.59 | 2.10 | 1.65 | 1.36 | 1.79 | 1.19 | 0.99 | 1.59 | 2.40 | 1.72 | 1.54 | 1.23 | 1.80 | 1.02 | 6.86 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/10/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADTN (ADTRAN Holdings, Inc.) |
-35.50%
Jun 2021 – Jun 2024 |
-22.06%
Apr 2019 – Apr 2024 |
-13.23%
Apr 2014 – Apr 2024 |
-8.25%
Apr 2009 – Apr 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADTN (ADTRAN Holdings, Inc.) |
62.97%
Sep 2002 – Sep 2005 |
30.83%
Mar 1999 – Mar 2004 |
16.11%
Feb 2001 – Feb 2011 |
9.67%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart