Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANET (Arista Networks) | 29.49% | 88.02% | 63.77% | 49.55% | 43.66% | NA | NA | … | … |
Data as of 06/18/2026, Common starting date is 06/06/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANET (Arista Networks) | 06/06/2014 | 06/18/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.48 | 88.02 | 63.77 | 49.55 | 43.66 | NA | NA | … | … | 29.49 | 19.28 | 87.73 | 94.07 | -15.58 | 97.89 | 42.86 | -3.46 | -10.56 | 143.44 | 24.32 | 28.11 | 10.47 |
| Sharpe Ratio | NA | 1.27 | 1.06 | 0.97 | 0.91 | NA | NA | … | … | 1.03 | 0.28 | 2.00 | 2.02 | -0.40 | 2.98 | 0.87 | -0.11 | -0.24 | 3.60 | 0.62 | 0.74 | 0.32 |
| Standard Deviation(%) | NA | 53.53 | 50.54 | 47.26 | 45.22 | NA | NA | … | … | 59.25 | 58.72 | 40.65 | 45.06 | 42.86 | 32.85 | 48.65 | 45.09 | 49.28 | 39.88 | 38.70 | 38.04 | 60.37 |
| Draw Down(%) | NA | 28.33 | 50.42 | 50.42 | 52.20 | NA | NA | … | … | 23.24 | 50.42 | 19.89 | 21.64 | 37.10 | 17.16 | 34.03 | 43.60 | 38.78 | 13.99 | 32.29 | 30.58 | 35.01 |
| 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 |
Data as of 06/18/2026, Common starting date is 06/06/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANET (Arista Networks) |
1.23%
Feb 2018 – Feb 2021 |
12.82%
Jan 2018 – Jan 2023 |
32.64%
Aug 2014 – Aug 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANET (Arista Networks) |
73.46%
Oct 2022 – Oct 2025 |
64.59%
Oct 2020 – Oct 2025 |
45.14%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart