Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/19/2025.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| DELL (Dell Technologies Inc.) | 33.78% | 0.20% | -20.05% | 44.05% | 40.85% | NA | NA | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DELL (Dell Technologies Inc.) | 08/17/2016 | 05/19/2025 |
The return data shown below all have the same latest date: 05/19/2025.
AR inception is since 08/17/2016.
AR inception is since 08/17/2016.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.50 | -20.05 | 44.05 | 40.85 | NA | NA | NA | 33.78 | 0.20 | 52.97 | 95.85 | -26.63 | 51.27 | 42.62 | 5.16 | 8.62 | 47.86 | 27.84 |
| Sharpe Ratio | NA | -0.45 | 0.71 | 0.91 | NA | NA | NA | 0.70 | -0.04 | 0.79 | 2.76 | -0.66 | 1.94 | 0.84 | 0.10 | 0.20 | 2.26 | 3.78 |
| Standard Deviation(%) | NA | 59.60 | 50.04 | 43.39 | NA | NA | NA | 40.81 | 66.44 | 58.57 | 33.56 | 42.52 | 26.41 | 50.37 | 35.88 | 37.36 | 21.03 | 24.57 |
| Draw Down(%) | NA | 59.59 | 59.59 | 59.59 | NA | NA | NA | 59.59 | 42.31 | 50.79 | 15.74 | 43.61 | 11.24 | 45.88 | 35.10 | 26.36 | 13.01 | 7.17 |
| Yield(%) | 0.00 | 1.28 | 3.87 | 2.32 | 1.19 | 0.79 | 0.59 | 1.49 | 0.83 | 2.28 | 3.52 | 1.74 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL (Dell Technologies Inc.) |
3.70%
Mar 2017 - Mar 2020 |
9.88%
Sep 2017 - Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DELL (Dell Technologies Inc.) |
43.76%
May 2021 - May 2024 |
41.64%
Jun 2019 - Jun 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart