Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APLD (Applied Digital Corporation) | 80.06% | 233.21% | 67.77% | 216.05% | 171.89% | 77.17% | 26.13% | … | … |
Data as of 06/04/2026, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APLD (Applied Digital Corporation) | 07/22/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -11.08 | 233.21 | 67.77 | 216.05 | 171.89 | 77.17 | 26.13 | … | … | 80.06 | 214.79 | 13.35 | 266.30 | 163.50 | 11,735.59 | 391.67 | -33.33 | 63.64 | -35.29 | -39.29 | 64.71 | 466.67 | -25.00 | 100.00 | -98.29 | -41.50 | 376.19 | -98.64 | 42.27 | -47.57 | 92.23 | -67.75 | 122.23 | -28.01 |
| Sharpe Ratio | NA | 5.00 | 0.65 | 1.11 | 0.56 | NA | NA | … | … | 3.51 | 1.72 | 0.08 | 2.26 | 0.49 | 40.08 | 0.58 | -0.09 | 0.12 | -0.08 | -0.11 | 0.23 | 0.92 | -0.03 | 0.15 | -0.25 | -0.09 | 0.63 | -0.34 | 0.53 | -0.89 | 1.10 | -0.81 | 0.76 | -0.35 |
| Standard Deviation(%) | NA | 113.79 | 120.08 | 186.37 | 301.18 | NA | NA | … | … | 112.83 | 126.91 | 125.41 | 117.90 | 332.34 | 292.82 | 650.96 | 387.49 | 506.91 | 477.96 | 363.73 | 284.90 | 513.81 | 746.13 | 691.89 | 391.74 | 469.87 | 594.23 | 294.23 | 74.08 | 57.31 | 82.00 | 84.70 | 160.74 | 152.84 |
| Draw Down(%) | NA | 50.30 | 76.66 | 81.89 | 90.91 | NA | NA | … | … | 50.30 | 67.70 | 71.95 | 61.52 | 81.89 | 61.83 | 66.67 | 81.40 | 79.27 | 90.32 | 48.48 | 50.00 | 84.85 | 82.35 | 88.24 | 98.50 | 81.27 | 83.83 | 99.53 | 33.85 | 65.38 | 44.84 | 85.57 | 74.66 | 57.14 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLD (Applied Digital Corporation) |
-80.66%
Jun 2006 – Jun 2009 |
-75.94%
Jan 2007 – Jan 2012 |
-53.73%
Dec 2003 – Dec 2013 |
-32.59%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APLD (Applied Digital Corporation) |
1,810.65%
May 2020 – May 2023 |
611.57%
Oct 2020 – Oct 2025 |
182.11%
Jul 2013 – Jul 2023 |
77.98%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart