Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CVLT (Commvault Systems, Inc.) | -3.04% | -33.27% | 19.61% | 9.10% | 10.08% | 7.71% | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/22/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CVLT (Commvault Systems, Inc.) | 09/22/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.77 | -33.27 | 19.61 | 9.10 | 10.08 | 7.71 | NA | … | … | -3.04 | -14.92 | 92.54 | 27.07 | -8.82 | 24.47 | 24.04 | -24.45 | 12.55 | 2.14 | 30.62 | -23.87 | -30.95 | 7.46 | 63.06 | 49.27 | 20.76 | 76.73 | -36.69 | 5.85 | 17.71 |
| Sharpe Ratio | NA | -0.60 | 0.34 | 0.16 | 0.22 | NA | NA | … | … | -0.20 | -0.37 | 2.00 | 0.87 | -0.30 | 0.64 | 0.50 | -0.87 | 0.39 | 0.06 | 0.93 | -0.88 | -0.63 | 0.21 | 1.52 | 0.97 | 0.46 | 1.65 | -0.55 | 0.07 | 2.14 |
| Standard Deviation(%) | NA | 60.01 | 47.54 | 43.17 | 38.31 | NA | NA | … | … | 75.38 | 48.94 | 43.38 | 26.52 | 33.62 | 38.14 | 47.33 | 29.58 | 28.88 | 24.33 | 32.51 | 27.07 | 49.03 | 35.60 | 41.80 | 50.61 | 44.74 | 46.56 | 68.54 | 41.02 | 37.22 |
| Draw Down(%) | NA | 61.53 | 61.53 | 61.53 | 61.53 | NA | NA | … | … | 41.88 | 39.77 | 19.31 | 17.99 | 26.73 | 27.26 | 46.01 | 39.81 | 24.82 | 18.75 | 22.72 | 34.30 | 43.65 | 24.91 | 28.35 | 33.66 | 26.57 | 27.03 | 62.51 | 24.61 | 12.81 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/22/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLT (Commvault Systems, Inc.) |
-21.22%
Jan 2013 – Jan 2016 |
-7.01%
Jan 2013 – Jan 2018 |
-3.62%
Mar 2013 – Mar 2023 |
4.56%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CVLT (Commvault Systems, Inc.) |
69.18%
Nov 2008 – Nov 2011 |
48.83%
Nov 2008 – Nov 2013 |
19.95%
Feb 2009 – Feb 2019 |
16.79%
Jul 2010 – Jul 2025 |
Annualized Rolling Returns Comparison Chart