Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGNX (Cognex Corporation) | 69.53% | 102.53% | 3.85% | -4.31% | 11.44% | 15.06% | 13.25% | … | … |
Data as of 06/05/2026, Common starting date is 07/20/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CGNX (Cognex Corporation) | 07/20/1989 | 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 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -7.64 | 102.53 | 3.85 | -4.31 | 11.44 | 15.06 | 13.25 | … | … | 69.53 | 1.24 | -13.45 | -10.85 | -39.09 | -2.83 | 47.68 | 45.54 | -36.53 | 92.91 | 89.58 | -17.85 | 8.25 | 107.56 | 7.14 | 23.02 | 68.04 | 22.58 | -24.55 | -14.13 | -18.86 | 9.10 | -0.43 | 54.15 | -28.04 | 15.75 | -43.27 | 95.00 | -26.61 | 47.30 | -46.76 | 169.90 | 74.58 | 49.37 | -19.80 | 69.83 | 43.21 | 82.02 |
| Sharpe Ratio | NA | 2.09 | 0.09 | -0.13 | 0.27 | NA | NA | … | … | 5.36 | -0.03 | -0.44 | -0.45 | -0.89 | -0.09 | 0.84 | 1.28 | -0.89 | 3.26 | 2.62 | -0.45 | 0.25 | 4.03 | 0.23 | 0.44 | 1.83 | 0.57 | -0.41 | -0.45 | -0.62 | 0.20 | -0.03 | 1.18 | -0.56 | 0.19 | -0.57 | 2.11 | -0.46 | 0.66 | -0.67 | 3.32 | 1.14 | 0.91 | -0.28 | 1.32 | 0.63 | 5.81 |
| Standard Deviation(%) | NA | 54.09 | 44.70 | 42.99 | 41.39 | NA | NA | … | … | 63.31 | 48.70 | 38.37 | 32.30 | 45.60 | 32.61 | 56.31 | 34.39 | 42.60 | 28.49 | 34.06 | 39.72 | 33.42 | 26.71 | 30.48 | 52.32 | 37.18 | 39.56 | 62.25 | 38.28 | 36.31 | 33.79 | 40.68 | 45.35 | 52.03 | 72.31 | 82.62 | 43.49 | 65.56 | 66.19 | 75.14 | 49.92 | 62.67 | 51.44 | 79.22 | 49.81 | 59.91 | 47.30 |
| Draw Down(%) | NA | 27.86 | 59.99 | 74.06 | 74.63 | NA | NA | … | … | 21.73 | 43.13 | 32.44 | 41.13 | 48.72 | 22.10 | 34.74 | 28.49 | 49.62 | 15.93 | 15.75 | 35.05 | 20.02 | 11.89 | 32.75 | 30.96 | 22.14 | 36.27 | 60.35 | 31.28 | 33.18 | 23.32 | 37.19 | 24.86 | 53.85 | 48.47 | 72.77 | 24.98 | 62.84 | 42.21 | 65.47 | 24.42 | 55.56 | 33.81 | 64.50 | 43.30 | 43.28 | 13.19 |
| Yield(%) | 0.00 | 1.11 | 0.57 | 0.38 | 2.00 | 3.98 | 4.34 | … | … | 0.46 | 0.91 | 0.76 | 0.59 | 0.34 | 0.31 | 3.93 | 0.53 | 0.30 | 0.53 | 0.89 | 0.51 | 0.00 | 0.00 | 4.19 | 1.19 | 1.38 | 1.97 | 2.37 | 1.41 | 2.19 | 1.19 | 0.99 | 0.63 | 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 07/20/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNX (Cognex Corporation) |
-28.39%
Mar 2000 – Mar 2003 |
-18.46%
Feb 2004 – Feb 2009 |
-9.69%
Mar 2000 – Mar 2010 |
-1.17%
Jul 1995 – Jul 2010 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CGNX (Cognex Corporation) |
111.79%
Aug 1992 – Aug 1995 |
70.88%
Aug 1992 – Aug 1997 |
37.58%
Mar 1990 – Mar 2000 |
22.07%
Aug 1989 – Aug 2004 |
Annualized Rolling Returns Comparison Chart