Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANSS (ANSYS Inc) | NA | 16.88% | 16.47% | 4.45% | 14.95% | 15.64% | 16.42% | … | … |
Data as of 07/17/2025, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANSS (ANSYS Inc) | 06/20/1996 | 07/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.06 | 16.88 | 16.47 | 4.45 | 14.95 | 15.64 | 16.42 | … | … | 10.96 | -7.04 | 50.20 | -39.77 | 10.26 | 41.33 | 80.08 | -3.15 | 59.57 | -0.01 | 12.80 | -5.96 | 29.49 | 17.56 | 10.01 | 19.81 | 55.83 | -32.73 | 90.66 | 1.87 | 33.16 | 61.51 | 96.53 | -18.05 | 119.11 | 2.27 | 0.00 | 51.72 | -46.30 | 13.68 |
| Sharpe Ratio | NA | 0.52 | 0.42 | 0.07 | 0.45 | NA | NA | … | … | 0.67 | -0.46 | 1.47 | -1.00 | 0.32 | 0.89 | 3.40 | -0.17 | 3.05 | -0.01 | 0.65 | -0.33 | 1.27 | 0.67 | 0.32 | 0.77 | 1.38 | -0.58 | 2.59 | -0.04 | 0.94 | 1.70 | 2.70 | -0.31 | 1.76 | -0.04 | -0.06 | 0.76 | -0.67 | 0.43 |
| Standard Deviation(%) | NA | 26.39 | 29.67 | 32.10 | 30.29 | NA | NA | … | … | 27.50 | 23.08 | 31.92 | 41.46 | 31.91 | 45.85 | 23.10 | 27.52 | 19.43 | 21.75 | 19.63 | 17.96 | 23.22 | 26.33 | 31.46 | 25.65 | 40.24 | 57.46 | 33.99 | 35.67 | 32.70 | 35.55 | 35.52 | 61.26 | 67.87 | 54.42 | 58.81 | 63.77 | 74.55 | 54.43 |
| Draw Down(%) | NA | 21.38 | 31.54 | 51.28 | 51.28 | NA | NA | … | … | 21.14 | 18.28 | 22.98 | 50.06 | 27.27 | 30.96 | 11.54 | 27.81 | 8.59 | 15.25 | 11.78 | 17.19 | 12.59 | 18.02 | 19.85 | 16.75 | 37.90 | 50.97 | 14.35 | 29.13 | 22.87 | 18.25 | 17.51 | 51.89 | 24.77 | 39.30 | 40.91 | 51.06 | 58.33 | 28.46 |
| 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 07/17/2025, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSS (ANSYS Inc) |
-9.56%
Oct 1996 – Oct 1999 |
3.17%
May 2020 – May 2025 |
11.69%
Sep 2012 – Sep 2022 |
12.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSS (ANSYS Inc) |
67.43%
Jan 2003 – Jan 2006 |
53.86%
Feb 2001 – Feb 2006 |
38.41%
Aug 1998 – Aug 2008 |
29.60%
Aug 1998 – Aug 2013 |
Annualized Rolling Returns Comparison Chart