Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APH (Amphenol Corporation) | 8.82% | 60.82% | 57.74% | 34.75% | 26.93% | 24.16% | 21.34% | … | … |
Data as of 06/04/2026, Common starting date is 11/08/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APH (Amphenol Corporation) | 11/08/1991 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.62 | 60.82 | 57.74 | 34.75 | 26.93 | 24.16 | 21.34 | … | … | 8.82 | 96.08 | 41.30 | 31.50 | -11.96 | 34.94 | 22.09 | 34.90 | -6.82 | 31.81 | 29.88 | -1.98 | 21.76 | 38.90 | 43.57 | -13.89 | 14.44 | 92.93 | -48.19 | 49.63 | 40.57 | 20.81 | 14.94 | 68.24 | -20.92 | 22.62 | 17.75 | 120.50 | -45.79 | 150.28 | -8.25 | 1.04 | 45.45 | 135.71 | -22.22 | -2.70 |
| Sharpe Ratio | NA | 1.61 | 1.63 | 1.09 | 0.92 | NA | NA | … | … | 0.45 | 2.55 | 1.41 | 1.52 | -0.45 | 1.68 | 0.53 | 1.55 | -0.40 | 2.65 | 1.76 | -0.09 | 1.19 | 1.86 | 1.72 | -0.40 | 0.49 | 2.06 | -0.86 | 1.75 | 1.26 | 0.81 | 0.49 | 2.23 | -0.53 | 0.38 | 0.17 | 3.84 | -1.19 | 5.29 | -0.35 | -0.07 | 1.22 | 2.77 | -0.53 | -0.41 |
| Standard Deviation(%) | NA | 40.82 | 33.85 | 30.57 | 27.90 | NA | NA | … | … | 54.43 | 36.80 | 26.77 | 18.45 | 29.65 | 20.79 | 41.26 | 21.62 | 20.68 | 11.83 | 16.85 | 22.02 | 18.21 | 20.92 | 25.56 | 34.97 | 29.42 | 44.97 | 57.18 | 26.70 | 29.71 | 22.85 | 28.67 | 30.27 | 41.81 | 53.36 | 77.48 | 30.51 | 41.39 | 27.52 | 33.66 | 41.26 | 34.64 | 47.91 | 46.18 | 50.94 |
| Draw Down(%) | NA | 28.19 | 28.19 | 28.73 | 37.56 | NA | NA | … | … | 28.19 | 24.58 | 17.07 | 10.87 | 28.34 | 11.65 | 37.56 | 19.72 | 21.66 | 4.66 | 13.04 | 18.33 | 13.48 | 13.19 | 16.53 | 32.02 | 18.01 | 22.67 | 63.41 | 12.25 | 18.01 | 15.84 | 18.52 | 12.98 | 45.75 | 41.31 | 52.23 | 15.16 | 57.03 | 12.83 | 31.36 | 36.93 | 18.31 | 22.06 | 48.15 | 22.97 |
| Yield(%) | 0.00 | 0.90 | 1.00 | 1.10 | 1.34 | 2.46 | 3.47 | … | … | 0.18 | 1.08 | 0.68 | 1.11 | 0.94 | 0.49 | 0.95 | 1.20 | 1.00 | 1.04 | 1.14 | 0.99 | 1.03 | 0.90 | 0.91 | 0.11 | 0.13 | 0.24 | 0.14 | 0.19 | 0.27 | 0.33 | 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 11/08/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APH (Amphenol Corporation) |
-11.43%
Apr 2000 – Apr 2003 |
4.01%
Jun 2000 – Jun 2005 |
9.16%
Jun 2000 – Jun 2010 |
13.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APH (Amphenol Corporation) |
71.28%
Apr 1997 – Apr 2000 |
57.88%
Oct 1992 – Oct 1997 |
32.67%
Nov 1992 – Nov 2002 |
32.47%
Oct 1992 – Oct 2007 |
Annualized Rolling Returns Comparison Chart