Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FI (Fiserv, Inc.) | NA | -71.56% | -14.94% | -11.55% | 3.36% | 12.24% | 10.09% | … | … |
Data as of 11/19/2025, Common starting date is 09/25/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FI (Fiserv, Inc.) | 09/25/1986 | 11/19/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.99 | -71.56 | -14.94 | -11.55 | 3.36 | 12.24 | 10.09 | … | … | -70.22 | 54.64 | 31.43 | -2.62 | -8.84 | -1.53 | 57.34 | 12.09 | 26.17 | 22.56 | 40.47 | 30.85 | 51.93 | 34.54 | 0.31 | 20.79 | 33.30 | -34.46 | 5.86 | 21.15 | 7.66 | 1.64 | 16.47 | -19.78 | 33.82 | 23.82 | 11.72 | 57.06 | 33.67 | 22.50 | 39.53 | 11.69 | 14.36 | 0.33 | 81.92 | 43.12 | 15.22 | 14.40 | 18.91 | 9.91 |
| Sharpe Ratio | NA | -1.04 | -0.42 | -0.36 | 0.05 | NA | NA | … | … | -1.03 | 2.68 | 1.29 | -0.13 | -0.35 | -0.04 | 2.43 | 0.52 | 2.09 | 1.25 | 2.05 | 1.88 | 3.20 | 2.20 | 0.01 | 0.98 | 1.09 | -0.75 | 0.13 | 0.87 | 0.29 | 0.03 | 0.48 | -0.43 | 0.75 | 0.29 | 0.16 | 1.28 | 0.85 | 0.48 | 1.03 | 0.28 | 0.38 | -0.07 | 2.71 | 1.02 | 0.37 | 0.32 | 0.28 | 1.31 |
| Standard Deviation(%) | NA | 71.38 | 44.36 | 38.64 | 33.34 | NA | NA | … | … | 75.29 | 17.93 | 21.22 | 30.69 | 25.59 | 47.07 | 23.03 | 20.69 | 12.27 | 17.92 | 19.73 | 16.41 | 16.21 | 15.81 | 25.54 | 21.13 | 30.58 | 46.83 | 22.52 | 20.53 | 18.66 | 27.06 | 32.63 | 48.72 | 43.05 | 67.04 | 54.33 | 41.86 | 35.40 | 39.60 | 34.52 | 30.79 | 31.81 | 30.40 | 28.66 | 36.96 | 25.91 | 29.92 | 52.40 | 29.78 |
| Draw Down(%) | NA | 74.28 | 74.28 | 74.28 | 74.28 | NA | NA | … | … | 74.28 | 9.40 | 15.72 | 19.27 | 24.50 | 37.85 | 8.78 | 16.24 | 6.89 | 12.01 | 11.31 | 7.87 | 6.48 | 8.68 | 24.10 | 17.22 | 23.33 | 47.83 | 21.65 | 9.94 | 9.34 | 20.59 | 23.10 | 51.50 | 25.14 | 30.67 | 38.12 | 21.94 | 20.20 | 20.70 | 17.74 | 20.21 | 18.95 | 19.87 | 10.85 | 33.06 | 14.28 | 21.11 | 45.97 | 10.83 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.02 | 2.66 | 2.42 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.52 | 6.03 | 10.20 | 9.28 | 2.21 | 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 11/19/2025, Common starting date is 09/25/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FI (Fiserv, Inc.) |
-13.42%
Oct 2022 – Oct 2025 |
-6.92%
Oct 2020 – Oct 2025 |
3.02%
Jul 2000 – Jul 2010 |
10.51%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FI (Fiserv, Inc.) |
53.07%
Sep 1990 – Sep 1993 |
37.66%
Sep 2011 – Sep 2016 |
36.67%
Sep 1990 – Sep 2000 |
26.68%
Dec 1986 – Dec 2001 |
Annualized Rolling Returns Comparison Chart