Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AI (C3.ai, Inc.) | -29.65% | -8.91% | 8.99% | 52.67% | 2.51% | 1.26% | -11.46% | -9.95% |
Data as of 07/30/2025, AR inception is 12/23/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AI (C3.ai, Inc.) | 12/23/1997 | 07/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.94 | -8.91 | 8.99 | 52.67 | 2.51 | 1.26 | -11.46 | -9.95 | -29.65 | 24.45 | 156.57 | -64.19 | -77.48 | 2,391.02 | -23.07 | -38.54 | -20.51 | 12.02 | -50.28 | 0.83 | 27.06 | -2.63 | -11.09 | 57.52 | 347.94 | -94.59 | -60.75 | -19.19 | -48.94 | -15.99 | 146.58 | 80.35 | -20.91 | -16.67 | 21.15 | -63.76 | -12.50 |
| Sharpe Ratio | NA | -0.10 | 0.11 | 0.32 | 0.01 | NA | NA | -0.11 | -0.66 | 0.29 | 1.47 | -0.85 | -1.02 | 6.75 | -1.80 | -2.65 | -2.00 | -0.73 | -2.50 | -0.98 | 0.31 | -0.82 | -0.64 | 1.09 | 2.25 | -0.57 | -1.43 | -1.06 | -1.77 | -0.87 | 3.72 | 0.93 | -0.67 | -0.39 | 0.18 | -0.84 | -2.74 |
| Standard Deviation(%) | NA | 63.75 | 79.99 | 166.60 | 124.12 | NA | NA | 98.31 | 64.32 | 63.08 | 104.77 | 77.66 | 76.22 | 349.45 | 25.71 | 22.69 | 19.99 | 30.11 | 27.53 | 18.10 | 27.17 | 26.01 | 46.01 | 35.79 | 146.61 | 200.78 | 57.97 | 39.20 | 39.55 | 40.82 | 34.18 | 65.38 | 63.41 | 103.39 | 101.30 | 79.95 | 37.76 |
| Draw Down(%) | NA | 57.52 | 60.66 | 94.22 | 94.22 | NA | NA | 99.70 | 50.61 | 44.55 | 49.10 | 68.24 | 82.39 | 74.59 | 44.29 | 39.21 | 28.80 | 24.17 | 55.22 | 10.80 | 21.85 | 27.29 | 41.56 | 15.17 | 63.33 | 96.81 | 68.10 | 40.76 | 57.72 | 43.29 | 18.98 | 36.37 | 42.23 | 69.10 | 75.16 | 82.14 | 11.96 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/30/2025, AR inception is 12/23/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AI (C3.ai, Inc.) |
-75.30%
Feb 2006 - Feb 2009 |
-64.50%
Feb 2004 - Feb 2009 |
-33.03%
Apr 1999 - Apr 2009 |
-28.23%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AI (C3.ai, Inc.) |
155.46%
May 2020 - May 2023 |
65.93%
Jan 2016 - Jan 2021 |
19.18%
Dec 2010 - Dec 2020 |
18.23%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart