Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CIEN (Ciena Corporation) | 108.75% | 568.32% | 117.42% | 51.70% | 36.80% | 22.22% | 14.64% | … | … |
Data as of 06/05/2026, Common starting date is 02/07/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CIEN (Ciena Corporation) | 02/07/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -15.86 | 568.32 | 117.42 | 51.70 | 36.80 | 22.22 | 14.64 | … | … | 108.75 | 184.97 | 92.53 | -11.71 | -33.77 | 45.64 | 23.80 | 25.89 | 62.02 | -14.26 | 17.98 | 6.59 | -18.89 | 52.42 | 29.75 | -42.52 | 94.19 | 61.79 | -80.36 | 23.10 | 33.29 | -11.08 | -49.09 | 27.63 | -64.08 | -82.39 | 182.61 | 293.16 | -76.07 | 65.20 |
| Sharpe Ratio | NA | 9.46 | 2.37 | 1.24 | 0.92 | NA | NA | … | … | 10.82 | 3.04 | 2.14 | -0.48 | -0.81 | 1.48 | 0.46 | 0.06 | 1.23 | -1.03 | -0.36 | -0.33 | -0.90 | 0.76 | 0.22 | -0.88 | 1.63 | 0.60 | -1.22 | 0.02 | 0.20 | -0.60 | -1.01 | 0.14 | -0.86 | -0.86 | 1.34 | 3.26 | -0.62 | 0.96 |
| Standard Deviation(%) | NA | 64.35 | 53.33 | 47.67 | 43.85 | NA | NA | … | … | 75.92 | 61.49 | 40.65 | 33.71 | 43.68 | 30.81 | 50.93 | 41.32 | 32.74 | 32.79 | 44.19 | 36.06 | 41.53 | 44.64 | 52.16 | 69.34 | 46.28 | 71.80 | 82.04 | 44.79 | 55.18 | 53.83 | 68.30 | 57.69 | 98.05 | 121.62 | 118.65 | 88.92 | 127.46 | 74.63 |
| Draw Down(%) | NA | 16.84 | 45.51 | 49.54 | 49.54 | NA | NA | … | … | 16.84 | 45.51 | 30.28 | 23.02 | 49.39 | 16.34 | 36.97 | 24.68 | 16.15 | 28.84 | 25.10 | 25.93 | 45.95 | 22.99 | 33.04 | 64.32 | 37.53 | 43.69 | 85.00 | 30.60 | 41.56 | 49.40 | 78.54 | 43.73 | 85.37 | 90.93 | 59.95 | 39.07 | 90.76 | 47.37 |
| 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 |
Data as of 06/05/2026, Common starting date is 02/07/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIEN (Ciena Corporation) |
-63.73%
Sep 2000 – Sep 2003 |
-54.13%
Aug 2000 – Aug 2005 |
-33.83%
Aug 2000 – Aug 2010 |
-21.99%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CIEN (Ciena Corporation) |
131.55%
May 2023 – May 2026 |
61.46%
May 2021 – May 2026 |
41.96%
May 2016 – May 2026 |
22.77%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart