Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EQIX (Equinix, Inc.) | 43.64% | 22.11% | 15.50% | 8.88% | 13.60% | 19.92% | 17.42% | … | … |
Data as of 06/04/2026, Common starting date is 08/11/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EQIX (Equinix, Inc.) | 08/11/2000 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.84 | 22.11 | 15.50 | 8.88 | 13.60 | 19.92 | 17.42 | … | … | 43.64 | -16.88 | 19.45 | 25.41 | -21.13 | 20.28 | 24.22 | 68.86 | -20.41 | 29.20 | 20.69 | 42.30 | 32.79 | -13.94 | 103.35 | 24.78 | -23.45 | 99.57 | -47.37 | 33.66 | 85.53 | -4.63 | 51.51 | 394.91 | -93.86 | -33.71 | -66.67 |
| Sharpe Ratio | NA | 0.78 | 0.51 | 0.26 | 0.44 | NA | NA | … | … | 5.14 | -0.72 | 0.65 | 0.91 | -0.64 | 0.81 | 0.59 | 3.19 | -0.90 | 1.68 | 0.84 | 1.85 | 1.52 | -0.53 | 3.16 | 0.71 | -0.46 | 2.12 | -0.75 | 0.76 | 2.07 | -0.20 | 1.08 | 3.60 | -0.71 | -0.24 | -0.67 |
| Standard Deviation(%) | NA | 26.09 | 25.16 | 27.65 | 27.10 | NA | NA | … | … | 25.04 | 27.60 | 24.34 | 24.20 | 35.61 | 25.12 | 40.51 | 21.12 | 24.36 | 17.02 | 24.43 | 22.86 | 21.49 | 26.18 | 33.02 | 34.94 | 51.09 | 46.98 | 64.63 | 40.18 | 39.97 | 34.52 | 46.67 | 109.49 | 132.93 | 152.92 | 147.48 |
| Draw Down(%) | NA | 19.63 | 24.59 | 41.77 | 41.77 | NA | NA | … | … | 5.99 | 22.63 | 24.18 | 16.33 | 39.44 | 22.26 | 25.13 | 10.38 | 24.73 | 9.91 | 16.14 | 12.09 | 14.02 | 32.43 | 16.09 | 22.52 | 35.80 | 32.80 | 65.23 | 20.01 | 29.64 | 31.68 | 28.15 | 62.34 | 94.73 | 94.57 | 78.38 |
| Yield(%) | 0.00 | 2.16 | 2.38 | 2.01 | 3.40 | 10.60 | 12.94 | … | … | 1.35 | 1.99 | 2.10 | 2.19 | 1.48 | 1.66 | 1.84 | 2.81 | 2.04 | 2.23 | 2.36 | 7.81 | 4.33 | 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 08/11/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQIX (Equinix, Inc.) |
-61.22%
Oct 2000 – Oct 2003 |
-34.75%
Oct 2000 – Oct 2005 |
-12.27%
Oct 2000 – Oct 2010 |
0.13%
Sep 2000 – Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EQIX (Equinix, Inc.) |
179.22%
Mar 2003 – Mar 2006 |
94.48%
Apr 2003 – Apr 2008 |
53.65%
Mar 2003 – Mar 2013 |
40.52%
Mar 2003 – Mar 2018 |
Annualized Rolling Returns Comparison Chart