Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOX (Amdocs Limited) | -23.76% | -31.82% | -11.39% | -3.31% | 2.45% | 6.62% | 3.78% | … | … |
Data as of 06/04/2026, Common starting date is 06/19/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOX (Amdocs Limited) | 06/19/1998 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.31 | -31.82 | -11.39 | -3.31 | 2.45 | 6.62 | 3.78 | … | … | -23.76 | -3.08 | -0.92 | -1.46 | 24.38 | 7.46 | 0.45 | 25.49 | -9.13 | 12.83 | 8.19 | 18.39 | 14.66 | 23.02 | 20.07 | 3.86 | -3.72 | 55.99 | -46.94 | -11.05 | 40.91 | 4.76 | 16.77 | 128.92 | -71.09 | -48.72 | 92.03 | 101.46 | 22.32 |
| Sharpe Ratio | NA | -1.28 | -0.69 | -0.22 | 0.05 | NA | NA | … | … | -1.56 | -0.27 | -0.26 | -0.29 | 1.11 | 0.34 | 0.01 | 1.21 | -0.64 | 1.13 | 0.45 | 1.04 | 0.99 | 2.02 | 1.58 | 0.17 | -0.17 | 1.60 | -0.97 | -0.55 | 1.54 | 0.10 | 0.41 | 2.43 | -0.88 | -0.84 | 1.13 | 1.65 | 0.59 |
| Standard Deviation(%) | NA | 25.03 | 21.08 | 20.46 | 21.32 | NA | NA | … | … | 29.76 | 21.89 | 17.73 | 17.95 | 20.77 | 22.17 | 35.02 | 19.84 | 16.46 | 10.80 | 17.68 | 17.66 | 14.77 | 11.38 | 12.79 | 22.83 | 22.61 | 34.90 | 49.00 | 25.99 | 24.40 | 25.22 | 38.65 | 52.81 | 81.92 | 61.52 | 77.39 | 59.57 | 71.33 |
| Draw Down(%) | NA | 34.51 | 35.23 | 35.23 | 39.36 | NA | NA | … | … | 28.27 | 19.35 | 19.52 | 19.99 | 13.00 | 15.80 | 39.36 | 11.86 | 18.46 | 7.90 | 9.58 | 11.28 | 9.01 | 5.89 | 11.95 | 18.26 | 19.55 | 26.23 | 53.64 | 21.47 | 13.99 | 15.80 | 39.00 | 30.24 | 84.75 | 69.12 | 41.23 | 32.84 | 49.24 |
| Yield(%) | 0.00 | 2.34 | 2.10 | 2.33 | 2.55 | 3.83 | 2.30 | … | … | 0.71 | 2.50 | 2.18 | 1.90 | 2.63 | 2.07 | 1.81 | 1.96 | 1.51 | 1.51 | 1.44 | 1.46 | 1.52 | 1.51 | 0.91 | 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 06/19/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOX (Amdocs Limited) |
-43.85%
Feb 2000 – Feb 2003 |
-19.20%
Jun 2000 – Jun 2005 |
-9.97%
Jun 2000 – Jun 2010 |
-2.05%
Feb 2000 – Feb 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOX (Amdocs Limited) |
63.03%
Sep 2002 – Sep 2005 |
42.18%
Sep 2002 – Sep 2007 |
17.87%
Sep 2002 – Sep 2012 |
17.11%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart