Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALRM (Alarm.com Holdings, Inc.) | -11.82% | -22.22% | -3.25% | -10.84% | 7.50% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 06/29/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALRM (Alarm.com Holdings, Inc.) | 06/29/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.02 | -22.22 | -3.25 | -10.84 | 7.50 | NA | NA | … | … | -11.82 | -14.79 | -3.95 | 30.60 | -41.66 | -18.02 | 140.75 | -17.58 | 37.40 | 35.64 | 66.85 | 5.77 |
| Sharpe Ratio | NA | -0.80 | -0.21 | -0.41 | 0.17 | NA | NA | … | … | -0.82 | -0.64 | -0.36 | 0.74 | -1.02 | -0.50 | 2.59 | -0.58 | 0.89 | 1.08 | 1.54 | 0.23 |
| Standard Deviation(%) | NA | 30.33 | 31.85 | 33.85 | 37.77 | NA | NA | … | … | 34.87 | 27.84 | 29.47 | 35.77 | 42.23 | 35.82 | 54.04 | 33.21 | 40.47 | 32.56 | 43.17 | 49.65 |
| Draw Down(%) | NA | 29.38 | 44.34 | 53.33 | 60.88 | NA | NA | … | … | 19.28 | 26.15 | 30.96 | 22.18 | 44.43 | 29.87 | 31.57 | 41.72 | 28.61 | 26.58 | 24.93 | 39.29 |
| 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 |
Data as of 06/04/2026, Common starting date is 06/29/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRM (Alarm.com Holdings, Inc.) |
-14.52%
Dec 2020 – Dec 2023 |
-13.18%
Dec 2020 – Dec 2025 |
6.19%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALRM (Alarm.com Holdings, Inc.) |
70.11%
Sep 2015 – Sep 2018 |
44.05%
Dec 2015 – Dec 2020 |
16.37%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart