Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGN (Align Technology, Inc.) | 7.77% | -6.50% | -17.99% | -21.99% | 7.90% | 14.03% | 16.77% | … | … |
Data as of 06/04/2026, Common starting date is 01/26/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGN (Align Technology, Inc.) | 01/26/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.86 | -6.50 | -17.99 | -21.99 | 7.90 | 14.03 | 16.77 | … | … | 7.77 | -24.05 | -22.84 | 29.92 | -67.91 | 22.98 | 91.51 | 33.24 | -5.74 | 131.13 | 45.98 | 17.78 | -2.15 | 105.91 | 16.94 | 21.44 | 9.65 | 103.66 | -47.54 | 19.40 | 115.92 | -39.81 | -34.89 | 498.19 | -38.67 | -74.00 |
| Sharpe Ratio | NA | -0.12 | -0.37 | -0.47 | 0.13 | NA | NA | … | … | 0.69 | -0.46 | -0.79 | 0.46 | -1.14 | 0.61 | 1.31 | 0.65 | -0.15 | 3.87 | 1.58 | 0.59 | -0.07 | 2.86 | 0.38 | 0.40 | 0.22 | 1.60 | -0.70 | 0.25 | 1.95 | -0.86 | -0.58 | 7.87 | -0.33 | -0.68 |
| Standard Deviation(%) | NA | 58.94 | 49.69 | 51.15 | 49.80 | NA | NA | … | … | 42.64 | 59.45 | 37.47 | 56.03 | 60.76 | 37.78 | 69.11 | 48.84 | 47.95 | 33.92 | 28.80 | 30.21 | 30.54 | 37.02 | 44.26 | 53.96 | 43.29 | 64.86 | 68.89 | 66.99 | 58.09 | 48.96 | 62.03 | 63.22 | 119.64 | 117.40 |
| Draw Down(%) | NA | 39.73 | 67.59 | 82.89 | 82.89 | NA | NA | … | … | 21.44 | 46.83 | 38.22 | 52.45 | 73.43 | 20.05 | 53.80 | 47.70 | 50.70 | 17.21 | 13.18 | 18.32 | 30.62 | 13.68 | 35.18 | 42.94 | 35.08 | 34.58 | 70.02 | 48.82 | 40.55 | 45.30 | 60.66 | 26.92 | 78.26 | 87.93 |
| 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 |
Data as of 06/04/2026, Common starting date is 01/26/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGN (Align Technology, Inc.) |
-31.80%
Dec 2021 – Dec 2024 |
-21.81%
Dec 2020 – Dec 2025 |
7.48%
Jul 2015 – Jul 2025 |
13.17%
Sep 2010 – Sep 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGN (Align Technology, Inc.) |
91.38%
Sep 2001 – Sep 2004 |
63.53%
Oct 2002 – Oct 2007 |
45.95%
Sep 2011 – Sep 2021 |
38.68%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart