Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FFIV (F5, Inc.) | 60.10% | 39.08% | 41.27% | 16.71% | 14.02% | 9.34% | 15.18% | … | … |
Data as of 06/04/2026, Common starting date is 06/04/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FFIV (F5, Inc.) | 06/04/1999 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.58 | 39.08 | 41.27 | 16.71 | 14.02 | 9.34 | 15.18 | … | … | 60.10 | 4.64 | 42.83 | 24.72 | -41.36 | 39.09 | 25.99 | -13.81 | 23.48 | -9.33 | 49.26 | -25.68 | 43.59 | -6.47 | -8.45 | -18.47 | 145.72 | 131.71 | -19.85 | -23.14 | 29.76 | 17.39 | 94.10 | 133.71 | -50.14 | 126.74 | -91.67 | 666.39 |
| Sharpe Ratio | NA | 1.02 | 1.18 | 0.44 | 0.39 | NA | NA | … | … | 4.56 | 0.06 | 1.44 | 0.97 | -1.14 | 1.46 | 0.62 | -1.41 | 0.07 | -1.28 | 0.55 | -1.64 | 0.91 | -0.69 | -0.67 | -0.64 | 2.80 | 2.70 | -0.60 | -0.87 | 0.17 | -0.07 | 1.32 | 2.16 | -0.74 | 0.84 | -1.34 | 23.37 |
| Standard Deviation(%) | NA | 33.18 | 28.71 | 29.99 | 29.81 | NA | NA | … | … | 36.88 | 32.64 | 25.48 | 21.35 | 37.57 | 26.67 | 41.26 | 26.20 | 26.18 | 22.44 | 27.49 | 26.99 | 27.58 | 36.26 | 40.41 | 57.82 | 45.38 | 41.91 | 65.24 | 52.35 | 44.05 | 49.71 | 56.29 | 53.02 | 94.55 | 128.03 | 119.65 | 141.20 |
| Draw Down(%) | NA | 34.73 | 34.73 | 47.42 | 54.59 | NA | NA | … | … | 10.36 | 34.73 | 15.69 | 16.85 | 45.14 | 18.76 | 35.67 | 29.06 | 24.70 | 22.33 | 12.34 | 28.29 | 16.08 | 36.82 | 40.76 | 51.97 | 18.39 | 23.01 | 47.88 | 42.72 | 43.84 | 38.43 | 43.00 | 18.43 | 74.13 | 77.94 | 92.88 | 58.07 |
| 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 06/04/2026, Common starting date is 06/04/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIV (F5, Inc.) |
-59.25%
Oct 1999 – Oct 2002 |
-22.04%
Oct 1999 – Oct 2004 |
-4.26%
Oct 1999 – Oct 2009 |
3.89%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FFIV (F5, Inc.) |
86.07%
Mar 2009 – Mar 2012 |
68.46%
Mar 2001 – Mar 2006 |
44.02%
Mar 2001 – Mar 2011 |
27.80%
Mar 2001 – Mar 2016 |
Annualized Rolling Returns Comparison Chart