Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BB (BlackBerry Limited) | 172.82% | 157.86% | 25.67% | -5.69% | 3.40% | -8.46% | -3.65% | … | … |
Data as of 06/04/2026, Common starting date is 02/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BB (BlackBerry Limited) | 02/04/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 17.77 | 157.86 | 25.67 | -5.69 | 3.40 | -8.46 | -3.65 | … | … | 172.82 | 5.03 | 10.45 | 8.59 | -65.13 | 41.03 | 3.27 | -9.70 | -36.35 | 62.12 | -25.75 | -15.48 | 47.58 | -37.32 | -18.14 | -75.06 | -13.93 | 66.44 | -64.22 | 166.24 | 93.58 | -19.91 | 146.66 | 409.37 | -44.69 | -70.35 | 73.21 | 300.00 |
| Sharpe Ratio | NA | 2.48 | 0.29 | -0.08 | 0.01 | NA | NA | … | … | 13.32 | 0.04 | 0.07 | 0.08 | -1.19 | 0.40 | 0.04 | -0.25 | -0.92 | 1.54 | -0.80 | -0.31 | 0.99 | -0.53 | -0.28 | -1.20 | -0.36 | 1.14 | -0.85 | 3.09 | 2.18 | -0.48 | 3.01 | 6.08 | -0.64 | -0.63 | 0.50 | 4.08 |
| Standard Deviation(%) | NA | 49.52 | 57.18 | 58.81 | 59.74 | NA | NA | … | … | 54.61 | 54.31 | 59.69 | 57.33 | 56.25 | 103.54 | 71.16 | 44.26 | 41.13 | 40.05 | 32.64 | 50.66 | 47.98 | 70.35 | 64.32 | 62.72 | 38.54 | 58.40 | 76.15 | 53.11 | 41.66 | 46.01 | 48.46 | 67.25 | 71.17 | 115.72 | 137.13 | 87.30 |
| Draw Down(%) | NA | 37.00 | 62.32 | 86.71 | 91.59 | NA | NA | … | … | 21.25 | 52.72 | 41.39 | 40.18 | 66.06 | 68.37 | 57.48 | 51.54 | 52.99 | 24.67 | 32.22 | 52.22 | 33.77 | 67.88 | 64.09 | 82.08 | 43.59 | 40.43 | 75.02 | 26.42 | 30.06 | 31.59 | 25.44 | 28.60 | 71.25 | 82.30 | 83.91 | 35.07 |
| 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 |
Data as of 06/04/2026, Common starting date is 02/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BB (BlackBerry Limited) |
-54.93%
Aug 2009 – Aug 2012 |
-42.35%
Oct 2007 – Oct 2012 |
-25.06%
Mar 2010 – Mar 2020 |
-21.07%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BB (BlackBerry Limited) |
145.37%
Aug 2002 – Aug 2005 |
128.85%
Sep 2002 – Sep 2007 |
42.37%
Apr 1999 – Apr 2009 |
13.98%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart