Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMKR (Amkor Technology, Inc.) | 65.01% | 247.89% | 39.46% | 25.61% | 26.96% | 17.79% | 10.59% | … | … |
Data as of 06/05/2026, Common starting date is 05/01/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKR (Amkor Technology, Inc.) | 05/01/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.52 | 247.89 | 39.46 | 25.61 | 26.96 | 17.79 | 10.59 | … | … | 65.01 | 60.25 | -20.80 | 40.24 | -2.33 | 65.56 | 16.30 | 98.17 | -34.73 | -4.74 | 73.52 | -14.37 | 15.82 | 44.58 | -2.75 | -41.16 | 3.49 | 228.44 | -74.44 | -8.67 | 66.79 | -16.17 | -63.18 | 281.09 | -70.31 | 3.32 | -45.08 | 161.27 | -18.78 |
| Sharpe Ratio | NA | 4.32 | 0.72 | 0.51 | 0.50 | NA | NA | … | … | 4.06 | 1.00 | -0.50 | 0.88 | -0.07 | 1.25 | 0.21 | 1.89 | -0.83 | -0.15 | 1.54 | -0.28 | 0.35 | 1.48 | -0.08 | -0.90 | 0.07 | 2.88 | -0.90 | -0.25 | 0.91 | -0.28 | -0.84 | 4.10 | -0.55 | 0.01 | -0.48 | 2.02 | -0.29 |
| Standard Deviation(%) | NA | 63.28 | 54.72 | 51.72 | 52.48 | NA | NA | … | … | 73.65 | 58.48 | 48.46 | 42.21 | 52.15 | 52.39 | 74.84 | 51.05 | 43.53 | 35.26 | 47.48 | 52.22 | 45.13 | 30.03 | 35.21 | 45.59 | 49.49 | 79.36 | 83.85 | 48.31 | 70.05 | 64.99 | 76.51 | 68.36 | 130.31 | 79.74 | 102.25 | 78.16 | 105.23 |
| Draw Down(%) | NA | 26.42 | 65.86 | 65.86 | 65.86 | NA | NA | … | … | 26.42 | 44.09 | 43.49 | 33.78 | 40.89 | 31.54 | 56.83 | 31.79 | 50.13 | 32.04 | 32.74 | 58.22 | 51.11 | 27.86 | 43.22 | 53.64 | 40.65 | 48.55 | 87.48 | 52.29 | 60.76 | 55.99 | 84.04 | 35.87 | 95.05 | 62.32 | 81.41 | 39.22 | 77.27 |
| Yield(%) | 0.12 | 2.22 | 1.93 | 1.66 | 3.06 | 2.19 | 1.05 | … | … | 0.39 | 1.28 | 2.27 | 1.19 | 0.86 | 1.14 | 0.30 | 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 06/05/2026, Common starting date is 05/01/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKR (Amkor Technology, Inc.) |
-54.95%
Feb 2000 – Feb 2003 |
-44.47%
Apr 2000 – Apr 2005 |
-19.39%
Feb 2000 – Feb 2010 |
-13.43%
Apr 2000 – Apr 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKR (Amkor Technology, Inc.) |
56.27%
Dec 2018 – Dec 2021 |
40.91%
Jun 2019 – Jun 2024 |
29.36%
Apr 2016 – Apr 2026 |
21.56%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart