Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AXTI (AXT, Inc.) | 444.59% | 5,017.24% | 199.63% | 53.47% | 38.26% | 17.92% | 17.26% | … | … |
Data as of 06/05/2026, Common starting date is 05/22/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AXTI (AXT, Inc.) | 05/22/1998 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.69 | 5,017.24 | 199.63 | 53.47 | 38.26 | 17.92 | 17.26 | … | … | 444.59 | 608.29 | -5.00 | -45.21 | -50.28 | -7.94 | 121.96 | 0.00 | -50.00 | 81.25 | 93.55 | -11.43 | 7.28 | -7.12 | -32.61 | -60.06 | 221.23 | 140.74 | -78.23 | 31.36 | 120.56 | 35.44 | -49.20 | 72.78 | -87.53 | -56.36 | 89.61 | 91.10 | -16.09 |
| Sharpe Ratio | NA | 50.46 | 1.83 | 0.60 | 0.48 | NA | NA | … | … | 53.27 | 6.01 | -0.11 | -0.78 | -0.85 | -0.12 | 1.42 | -0.03 | -0.89 | 1.28 | 1.98 | -0.37 | 0.23 | -0.23 | -0.55 | -0.86 | 3.41 | 1.67 | -1.01 | 0.63 | 1.99 | 0.53 | -0.74 | 0.75 | -0.84 | -0.57 | 0.69 | 0.81 | -0.30 |
| Standard Deviation(%) | NA | 132.45 | 109.81 | 93.43 | 80.72 | NA | NA | … | … | 168.22 | 104.44 | 106.47 | 63.54 | 60.78 | 68.10 | 85.47 | 54.51 | 57.96 | 63.46 | 47.21 | 31.16 | 32.24 | 31.63 | 59.31 | 69.89 | 64.85 | 84.19 | 77.96 | 45.50 | 59.33 | 63.04 | 67.73 | 96.68 | 105.84 | 103.30 | 123.19 | 108.40 | 94.82 |
| Draw Down(%) | NA | 38.65 | 78.52 | 90.57 | 92.45 | NA | NA | … | … | 38.65 | 52.46 | 67.96 | 70.22 | 56.37 | 51.20 | 61.08 | 52.94 | 57.04 | 35.85 | 26.64 | 33.79 | 25.00 | 33.94 | 59.50 | 69.04 | 22.22 | 53.06 | 86.96 | 39.85 | 36.47 | 30.38 | 75.11 | 65.64 | 94.26 | 77.11 | 54.42 | 65.66 | 61.29 |
| 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 |
Data as of 06/05/2026, Common starting date is 05/22/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTI (AXT, Inc.) |
-72.54%
Mar 2000 – Mar 2003 |
-50.39%
Jun 2000 – Jun 2005 |
-27.96%
Apr 1999 – Apr 2009 |
-18.57%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AXTI (AXT, Inc.) |
211.59%
May 2023 – May 2026 |
58.91%
May 2021 – May 2026 |
41.02%
Apr 2016 – Apr 2026 |
18.52%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart