Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EVOL (Evolving Systems Inc) | 39.53% | 20.00% | -10.96% | -21.86% | -19.32% | -10.37% | -3.67% | … | … |
Data as of 06/04/2026, Common starting date is 05/12/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EVOL (Evolving Systems Inc) | 05/12/1998 | 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 (%) | -4.76 | 20.00 | -10.96 | -21.86 | -19.32 | -10.37 | -3.67 | … | … | 39.53 | -10.42 | -40.26 | -42.54 | -40.18 | 13.71 | 121.35 | -25.21 | -74.85 | 14.63 | -22.38 | -37.46 | 0.65 | 71.10 | 45.33 | -8.49 | 35.81 | 290.63 | -73.15 | 154.70 | -44.55 | -53.01 | -66.24 | 1,109.09 | 39.24 | -63.36 | -74.63 | 138.60 | -81.43 |
| Sharpe Ratio | NA | 0.12 | -0.11 | -0.18 | -0.22 | NA | NA | … | … | 0.52 | -0.12 | -0.42 | -0.63 | -0.68 | 0.15 | 1.52 | -0.45 | -1.47 | 0.42 | -0.64 | -0.92 | 0.02 | 2.16 | 1.22 | -0.29 | 1.39 | 4.36 | -1.16 | 2.23 | -0.72 | -0.75 | -0.69 | 11.17 | 0.22 | -0.59 | -0.53 | 1.22 | -0.71 |
| Standard Deviation(%) | NA | 215.74 | 146.79 | 119.37 | 95.53 | NA | NA | … | … | 291.90 | 113.31 | 112.96 | 74.21 | 61.04 | 89.36 | 79.15 | 58.82 | 51.80 | 33.44 | 35.35 | 40.73 | 32.21 | 32.91 | 37.49 | 29.38 | 25.78 | 66.67 | 63.88 | 68.43 | 66.33 | 73.68 | 97.62 | 99.27 | 173.60 | 112.92 | 147.25 | 110.84 | 135.09 |
| Draw Down(%) | NA | 70.00 | 81.74 | 92.58 | 96.40 | NA | NA | … | … | 70.00 | 66.13 | 60.87 | 59.71 | 61.57 | 55.84 | 41.75 | 50.35 | 80.99 | 28.95 | 33.58 | 45.27 | 28.32 | 22.57 | 16.07 | 25.56 | 11.80 | 26.80 | 73.83 | 31.97 | 68.92 | 62.81 | 79.55 | 32.81 | 88.10 | 90.17 | 85.59 | 46.22 | 92.38 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.21 | 9.64 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 3.89 | 4.73 | 4.31 | 6.10 | 49.87 | 1.82 | 2.35 | 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 05/12/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVOL (Evolving Systems Inc) |
-66.23%
Sep 1999 – Sep 2002 |
-44.63%
Nov 2003 – Nov 2008 |
-24.99%
Jun 2015 – Jun 2025 |
-14.10%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EVOL (Evolving Systems Inc) |
119.87%
Jun 2002 – Jun 2005 |
64.57%
Dec 2008 – Dec 2013 |
36.38%
Sep 2002 – Sep 2012 |
22.87%
Jun 2002 – Jun 2017 |
Annualized Rolling Returns Comparison Chart