Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASML (ASML Holding N.V.) | 64.85% | 138.46% | 35.67% | 21.92% | 34.43% | 30.05% | 25.78% | … | … |
Data as of 06/04/2026, Common starting date is 03/15/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASML (ASML Holding N.V.) | 03/15/1995 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.45 | 138.46 | 35.67 | 21.92 | 34.43 | 30.05 | 25.78 | … | … | 64.85 | 55.84 | -7.70 | 39.90 | -30.49 | 64.14 | 66.28 | 93.23 | -9.68 | 56.46 | 27.90 | -17.06 | 16.25 | 46.91 | 50.11 | 10.45 | 13.38 | 91.62 | -41.42 | 23.61 | 22.66 | 26.13 | -20.60 | 139.83 | -50.97 | -24.43 | -40.49 | 272.95 | -9.63 | 171.02 | 49.81 | 47.78 |
| Sharpe Ratio | NA | 2.85 | 0.67 | 0.42 | 0.82 | NA | NA | … | … | 3.60 | 1.34 | -0.25 | 1.18 | -0.62 | 1.70 | 1.34 | 3.36 | -0.31 | 2.58 | 1.04 | -0.59 | 0.63 | 1.98 | 1.74 | 0.25 | 0.38 | 2.06 | -0.73 | 0.69 | 0.68 | 0.88 | -0.57 | 2.45 | -0.57 | -0.36 | -0.55 | 4.87 | -0.18 | 2.49 | 0.96 | 1.00 |
| Standard Deviation(%) | NA | 40.28 | 41.15 | 42.00 | 38.54 | NA | NA | … | … | 47.97 | 39.72 | 45.74 | 30.95 | 51.36 | 37.81 | 49.14 | 27.27 | 35.66 | 21.72 | 26.59 | 28.72 | 25.81 | 23.72 | 29.09 | 41.75 | 35.09 | 44.43 | 57.60 | 29.84 | 28.25 | 27.19 | 37.74 | 56.83 | 90.86 | 74.71 | 81.28 | 55.40 | 74.03 | 66.87 | 47.82 | 58.97 |
| Draw Down(%) | NA | 17.85 | 45.48 | 56.84 | 56.84 | NA | NA | … | … | 17.85 | 23.37 | 39.84 | 24.46 | 51.99 | 19.83 | 37.94 | 10.83 | 34.32 | 9.14 | 12.73 | 26.99 | 13.86 | 15.51 | 14.92 | 31.27 | 31.29 | 23.14 | 58.96 | 12.94 | 21.68 | 22.86 | 44.40 | 34.49 | 80.52 | 65.87 | 61.08 | 22.36 | 73.09 | 44.80 | 36.97 | 40.62 |
| Yield(%) | 0.00 | 1.18 | 1.03 | 1.01 | 4.59 | 10.88 | 16.27 | … | … | 0.43 | 1.05 | 0.94 | 1.17 | 0.87 | 0.79 | 0.94 | 2.27 | 0.97 | 1.18 | 1.31 | 0.76 | 0.91 | 1.06 | 29.52 | 1.39 | 0.82 | 1.48 | 1.22 | 11.65 | 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 03/15/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASML (ASML Holding N.V.) |
-44.68%
Feb 2000 – Feb 2003 |
-18.71%
Jun 2000 – Jun 2005 |
-4.53%
Jun 2000 – Jun 2010 |
6.07%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASML (ASML Holding N.V.) |
109.04%
Dec 1996 – Dec 1999 |
77.33%
Apr 1995 – Apr 2000 |
38.01%
Aug 2011 – Aug 2021 |
32.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart