Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
EXTR (Extreme Networks, Inc.) 68.29% 71.27% 9.47% 19.41% 22.47% 15.81% 9.81%
Data as of 06/05/2026, Common starting date is 04/09/1999
More Performance Analytics Comparison
Name Start Date End Date
EXTR (Extreme Networks, Inc.) 04/09/1999 06/05/2026
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
Annualized Return (%) 5.70 71.27 9.47 19.41 22.47 15.81 9.81 68.29 0.84 -3.12 -3.66 16.62 127.87 -6.51 20.82 -51.28 148.91 23.28 15.58 -49.43 91.76 24.66 -5.50 7.67 22.65 -33.90 -15.51 -11.79 -27.48 -9.15 120.49 -74.65 -67.03 -6.29 50.79
Sharpe Ratio NA 1.33 0.19 0.33 0.37 NA NA 3.76 -0.05 -0.23 -0.17 0.29 2.54 -0.07 -0.06 -1.05 3.20 -0.22 -0.06 -1.10 2.15 0.16 -0.45 -0.23 0.05 -0.68 -1.04 -1.13 -1.26 -0.54 1.25 -0.84 -0.65 -0.55 0.98
Standard Deviation(%) NA 47.95 46.24 47.59 54.95 NA NA 55.66 45.27 43.01 47.06 52.47 50.38 92.10 41.71 69.42 40.75 50.28 51.20 61.73 34.06 37.74 53.93 48.16 78.19 77.82 36.25 30.34 38.41 53.04 80.99 112.67 138.08 136.32 107.88
Draw Down(%) NA 39.87 67.21 67.21 87.53 NA NA 17.48 38.02 40.60 50.08 45.49 24.56 76.26 35.98 68.04 20.75 42.40 40.83 61.51 21.05 31.71 39.41 30.71 55.08 57.70 28.82 35.06 38.86 57.84 37.68 85.67 87.26 74.90 36.78
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
Data as of 06/05/2026, Common starting date is 04/09/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXTR (Extreme Networks, Inc.) -61.93%
Sep 2000 – Sep 2003
-47.77%
Sep 2000 – Sep 2005
-30.27%
Sep 2000 – Sep 2010
-20.96%
Sep 2000 – Sep 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
EXTR (Extreme Networks, Inc.) 84.51%
Aug 2020 – Aug 2023
38.72%
Sep 2020 – Sep 2025
22.50%
Jul 2015 – Jul 2025
17.48%
Oct 2008 – Oct 2023
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return