Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DIOD (Diodes Incorporated) | 128.01% | 134.77% | 8.58% | 7.95% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/03/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DIOD (Diodes Incorporated) | 09/03/2020 | 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 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | 134.77 | 8.58 | 7.95 | NA | NA | NA | … | … | 128.01 | -18.29 | -20.45 | 5.75 | -30.66 | 55.76 | 44.38 | 74.74 | 12.52 | 11.69 | 11.71 | -16.65 | 17.02 | 35.79 | -18.54 | -21.08 | 32.24 | 236.80 | -79.85 | 90.72 | 14.25 | 37.18 | 19.19 | 97.43 | 44.67 | -35.83 | -90.48 | 330.00 | -48.72 | 34.48 | -30.95 | 110.00 | -6.98 | 290.92 | -21.43 |
| Sharpe Ratio | NA | 2.38 | 0.00 | 0.09 | -0.24 | NA | NA | … | … | 8.40 | -0.41 | -0.62 | 0.04 | -0.66 | 1.43 | 6.57 | 1.37 | -0.25 | -0.26 | -0.63 | -1.11 | -0.05 | 0.52 | -1.06 | -0.72 | 0.33 | 3.22 | -1.25 | 1.30 | -0.18 | 0.28 | -0.01 | 1.13 | 0.46 | -0.72 | -0.57 | 4.37 | -0.76 | 0.52 | -0.58 | 1.43 | -0.15 | 3.40 | -0.29 |
| Standard Deviation(%) | NA | 53.95 | 48.59 | 45.91 | 38.50 | NA | NA | … | … | 63.94 | 52.03 | 44.03 | 36.30 | 48.63 | 38.92 | 31.81 | 37.70 | 35.58 | 28.59 | 35.33 | 31.68 | 30.54 | 33.51 | 35.25 | 55.19 | 41.12 | 67.67 | 79.68 | 53.16 | 46.00 | 57.72 | 51.82 | 69.09 | 54.34 | 80.61 | 201.04 | 74.78 | 68.65 | 58.92 | 58.60 | 74.49 | 65.09 | 84.40 | 97.44 |
| Draw Down(%) | NA | 27.44 | 64.24 | 69.52 | 61.16 | NA | NA | … | … | 20.96 | 47.89 | 38.23 | 36.98 | 45.54 | 23.87 | 9.28 | 28.55 | 28.35 | 22.34 | 26.20 | 37.96 | 33.99 | 30.73 | 51.30 | 50.41 | 40.80 | 29.13 | 88.88 | 21.06 | 25.41 | 33.00 | 33.09 | 39.52 | 35.59 | 71.24 | 92.12 | 40.91 | 65.22 | 51.37 | 52.17 | 44.74 | 53.25 | 27.45 | 41.18 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/03/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIOD (Diodes Incorporated) |
-20.83%
Mar 2022 – Mar 2025 |
-7.42%
Nov 2020 – Nov 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DIOD (Diodes Incorporated) |
10.37%
Apr 2023 – Apr 2026 |
6.88%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart