Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AEIS (Advanced Energy Industries, Inc.) | 53.37% | 167.71% | 49.52% | 26.02% | 23.94% | 23.18% | 17.14% | … | … |
Data as of 06/04/2026, Common starting date is 11/17/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AEIS (Advanced Energy Industries, Inc.) | 11/17/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.21 | 167.71 | 49.52 | 26.02 | 23.94 | 23.18 | 17.14 | … | … | 53.37 | 81.58 | 6.55 | 27.49 | -5.37 | -5.69 | 36.19 | 65.85 | -36.38 | 23.25 | 93.94 | 19.11 | 3.67 | 65.53 | 28.70 | -21.33 | -9.55 | 51.56 | -23.93 | -30.68 | 59.51 | 29.57 | -64.95 | 104.80 | -52.25 | 18.40 | -54.31 | 97.00 | 67.36 | 177.91 | -40.28 | -10.00 |
| Sharpe Ratio | NA | 3.20 | 0.93 | 0.52 | 0.49 | NA | NA | … | … | 2.41 | 1.55 | 0.08 | 0.70 | -0.16 | -0.12 | 0.52 | 1.63 | -0.97 | 0.69 | 3.25 | 0.64 | 0.08 | 1.57 | 0.85 | -0.41 | -0.17 | 0.84 | -0.35 | -0.59 | 1.31 | 0.59 | -1.05 | 1.63 | -0.61 | 0.19 | -0.56 | 1.21 | 0.73 | 2.25 | -0.47 | -0.98 |
| Standard Deviation(%) | NA | 49.27 | 44.56 | 42.52 | 44.38 | NA | NA | … | … | 59.38 | 51.04 | 34.48 | 34.38 | 43.49 | 45.83 | 69.12 | 39.47 | 39.10 | 32.65 | 28.81 | 29.85 | 44.16 | 41.59 | 33.87 | 51.67 | 56.92 | 60.95 | 70.02 | 57.09 | 43.18 | 46.25 | 62.65 | 63.78 | 88.01 | 87.38 | 103.79 | 77.25 | 87.48 | 77.07 | 93.78 | 66.67 |
| Draw Down(%) | NA | 22.30 | 39.87 | 39.87 | 62.28 | NA | NA | … | … | 22.30 | 39.87 | 22.30 | 32.81 | 27.76 | 33.10 | 54.39 | 21.68 | 49.90 | 28.40 | 9.85 | 20.14 | 42.52 | 21.66 | 22.14 | 52.41 | 36.84 | 47.31 | 64.68 | 51.09 | 31.91 | 30.09 | 71.90 | 56.47 | 84.05 | 62.34 | 78.33 | 35.83 | 65.52 | 64.69 | 64.10 | 20.47 |
| Yield(%) | 0.00 | 0.33 | 0.41 | 0.39 | 0.57 | 1.02 | 0.80 | … | … | 0.09 | 0.35 | 0.38 | 0.47 | 0.43 | 0.41 | 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 |
Data as of 06/04/2026, Common starting date is 11/17/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEIS (Advanced Energy Industries, Inc.) |
-48.09%
Apr 2000 – Apr 2003 |
-33.71%
Feb 2000 – Feb 2005 |
-14.88%
Feb 2000 – Feb 2010 |
-6.68%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AEIS (Advanced Energy Industries, Inc.) |
123.69%
Feb 1997 – Feb 2000 |
48.25%
Oct 2012 – Oct 2017 |
28.32%
Apr 2016 – Apr 2026 |
24.78%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart