Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CDNS (Cadence Design Systems, Inc.) | 20.35% | 26.97% | 17.43% | 24.67% | 31.21% | 26.79% | 16.48% | … | … |
Data as of 06/05/2026, Common starting date is 03/26/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CDNS (Cadence Design Systems, Inc.) | 03/26/1990 | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 26.97 | 17.43 | 24.67 | 31.21 | 26.79 | 16.48 | … | … | 20.35 | 6.13 | 11.99 | 69.55 | -13.80 | 36.59 | 96.70 | 59.52 | 3.97 | 65.82 | 21.19 | 9.70 | 35.31 | 3.77 | 29.90 | 25.91 | 37.90 | 63.66 | -78.48 | -5.03 | 5.85 | 22.52 | -23.19 | 52.50 | -46.21 | -20.29 | 14.58 | -19.33 | 21.43 | 24.05 | 41.07 | 205.45 | 77.42 | -45.61 | -14.93 | 5.24 | -6.37 |
| Sharpe Ratio | NA | 0.81 | 0.41 | 0.61 | 0.87 | NA | NA | … | … | 1.23 | 0.09 | 0.16 | 2.43 | -0.37 | 1.10 | 2.08 | 2.22 | 0.09 | 3.31 | 0.97 | 0.40 | 1.78 | 0.16 | 1.19 | 0.69 | 1.23 | 1.18 | -0.80 | -0.33 | 0.13 | 1.06 | -0.82 | 1.21 | -0.78 | -0.38 | 0.17 | -0.27 | 0.28 | 0.39 | 0.66 | 4.48 | 1.65 | -0.71 | -0.32 | 0.03 | -0.24 |
| Standard Deviation(%) | NA | 36.12 | 35.60 | 35.54 | 33.70 | NA | NA | … | … | 43.62 | 38.89 | 34.79 | 27.19 | 40.78 | 33.10 | 46.19 | 26.13 | 30.93 | 19.78 | 21.72 | 24.40 | 19.82 | 23.95 | 25.29 | 37.69 | 30.70 | 54.01 | 98.50 | 24.70 | 20.40 | 19.19 | 29.32 | 42.73 | 60.91 | 59.68 | 63.17 | 82.70 | 65.44 | 52.76 | 56.09 | 45.02 | 45.24 | 66.88 | 53.49 | 57.15 | 54.90 |
| Draw Down(%) | NA | 28.85 | 29.05 | 29.59 | 32.12 | NA | NA | … | … | 18.84 | 28.62 | 24.40 | 9.87 | 27.58 | 18.83 | 32.12 | 17.56 | 21.72 | 8.29 | 10.33 | 13.99 | 11.89 | 20.16 | 21.18 | 25.64 | 26.14 | 30.80 | 84.66 | 33.90 | 22.96 | 10.00 | 40.46 | 21.63 | 62.89 | 52.09 | 43.75 | 72.20 | 49.51 | 39.03 | 47.43 | 13.00 | 22.86 | 65.10 | 50.21 | 56.25 | 51.11 |
| 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 | 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 03/26/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDNS (Cadence Design Systems, Inc.) |
-40.18%
Jan 2006 – Jan 2009 |
-27.27%
Dec 2003 – Dec 2008 |
-19.23%
Jan 1999 – Jan 2009 |
-6.25%
Apr 1998 – Apr 2013 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CDNS (Cadence Design Systems, Inc.) |
103.87%
Apr 1993 – Apr 1996 |
77.59%
Apr 1993 – Apr 1998 |
35.34%
Nov 2013 – Nov 2023 |
33.51%
Jan 2009 – Jan 2024 |
Annualized Rolling Returns Comparison Chart