Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BKNG (Booking Holdings Inc.) | -21.63% | -24.07% | 16.89% | 12.99% | 12.20% | 15.32% | 27.85% | … | … |
Data as of 06/04/2026, Common starting date is 04/01/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BKNG (Booking Holdings Inc.) | 04/01/1999 | 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 (%) | -1.37 | -24.07 | 16.89 | 12.99 | 12.20 | 15.32 | 27.85 | … | … | -21.63 | 8.59 | 41.31 | 76.02 | -16.00 | 7.72 | 8.45 | 19.24 | -0.88 | 18.53 | 14.99 | 11.82 | -1.91 | 87.37 | 32.64 | 17.06 | 82.94 | 196.55 | -35.88 | 163.38 | 95.39 | -5.38 | 31.79 | 86.46 | -72.51 | 343.43 | -97.23 | -41.15 |
| Sharpe Ratio | NA | -0.81 | 0.50 | 0.31 | 0.34 | NA | NA | … | … | -1.16 | 0.20 | 1.42 | 2.95 | -0.41 | 0.23 | 0.16 | 0.70 | -0.09 | 0.81 | 0.50 | 0.44 | -0.07 | 3.92 | 0.92 | 0.46 | 1.85 | 4.39 | -0.51 | 3.26 | 2.49 | -0.19 | 0.66 | 0.96 | -0.74 | 2.61 | -0.72 | -0.47 |
| Standard Deviation(%) | NA | 31.92 | 29.35 | 32.30 | 32.51 | NA | NA | … | … | 41.07 | 28.31 | 26.61 | 24.77 | 42.76 | 33.25 | 51.71 | 25.39 | 25.14 | 22.20 | 29.83 | 26.89 | 27.87 | 22.30 | 35.86 | 37.24 | 44.73 | 44.77 | 71.56 | 49.45 | 37.11 | 39.50 | 46.44 | 89.46 | 99.43 | 134.90 | 141.60 | 114.57 |
| Draw Down(%) | NA | 33.35 | 33.35 | 39.53 | 47.77 | NA | NA | … | … | 29.68 | 21.06 | 19.75 | 15.43 | 39.53 | 21.95 | 44.79 | 14.73 | 26.71 | 19.68 | 23.62 | 15.61 | 24.06 | 8.01 | 27.05 | 20.09 | 35.83 | 16.00 | 66.30 | 14.74 | 19.58 | 30.33 | 35.78 | 57.46 | 82.59 | 79.52 | 98.83 | 71.21 |
| Yield(%) | 0.00 | 0.71 | 1.05 | 0.72 | 0.62 | 1.11 | 13.40 | … | … | 0.20 | 0.78 | 1.01 | 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 04/01/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKNG (Booking Holdings Inc.) |
-72.64%
Mar 2000 – Mar 2003 |
-47.79%
Jun 1999 – Jun 2004 |
-16.71%
Jun 1999 – Jun 2009 |
3.73%
Jun 1999 – Jun 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BKNG (Booking Holdings Inc.) |
112.88%
Oct 2008 – Oct 2011 |
86.20%
Apr 2006 – Apr 2011 |
56.45%
Jan 2003 – Jan 2013 |
44.76%
Feb 2003 – Feb 2018 |
Annualized Rolling Returns Comparison Chart