Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FICO (Fair Isaac Corporation) | -30.52% | -32.55% | 14.06% | 19.61% | 26.40% | 28.30% | 19.29% | … | … |
Data as of 06/03/2026, Common starting date is 07/22/1987
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FICO (Fair Isaac Corporation) | 07/22/1987 | 06/03/2026 |
| 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 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -8.12 | -32.55 | 14.06 | 19.61 | 26.40 | 28.30 | 19.29 | … | … | -30.52 | -11.94 | 75.03 | 94.46 | 38.03 | -15.14 | 36.39 | 100.36 | 22.06 | 28.52 | 26.68 | 30.38 | 15.21 | 49.75 | 17.50 | 53.80 | 10.05 | 27.01 | -47.35 | -20.74 | -7.78 | 20.67 | 12.16 | 15.25 | 1.75 | 85.44 | -3.72 | 14.82 | 38.74 | -14.81 | 51.31 | -7.92 | 150.26 | 80.22 | 19.14 | 121.50 | -26.70 | 0.10 | 23.81 | -44.00 |
| Sharpe Ratio | NA | -0.57 | 0.32 | 0.43 | 0.68 | NA | NA | … | … | -0.93 | -0.31 | 2.21 | 3.58 | 0.76 | -0.49 | 0.61 | 3.33 | 0.75 | 1.76 | 0.89 | 1.19 | 0.58 | 2.40 | 0.57 | 1.18 | 0.31 | 0.46 | -0.76 | -1.00 | -0.48 | 0.93 | 0.31 | 0.47 | 0.01 | 1.67 | -0.20 | 0.24 | 0.97 | -0.47 | 1.20 | -0.25 | 3.06 | 1.25 | 0.18 | 1.34 | -0.31 | -0.05 | 0.14 | -0.74 |
| Standard Deviation(%) | NA | 50.15 | 40.93 | 40.13 | 37.78 | NA | NA | … | … | 58.60 | 47.87 | 31.32 | 25.50 | 48.39 | 30.66 | 58.88 | 29.70 | 27.64 | 15.92 | 29.74 | 25.50 | 26.17 | 20.69 | 30.97 | 45.70 | 32.10 | 58.14 | 63.27 | 23.73 | 23.23 | 19.88 | 36.54 | 31.23 | 48.20 | 50.94 | 39.35 | 48.27 | 36.37 | 38.44 | 39.57 | 47.45 | 48.15 | 62.02 | 90.70 | 87.22 | 104.20 | 103.56 | 137.02 | 103.19 |
| Draw Down(%) | NA | 52.12 | 61.28 | 61.28 | 61.28 | NA | NA | … | … | 45.44 | 40.56 | 16.79 | 11.01 | 34.77 | 37.49 | 50.90 | 22.57 | 28.55 | 9.48 | 16.13 | 17.03 | 18.84 | 12.28 | 15.13 | 35.81 | 21.01 | 42.52 | 65.89 | 22.68 | 30.33 | 11.07 | 41.89 | 28.98 | 32.98 | 45.80 | 32.79 | 49.38 | 29.38 | 34.98 | 32.73 | 39.53 | 19.12 | 21.95 | 40.63 | 17.65 | 29.52 | 43.66 | 24.24 | 60.46 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.11 | 0.12 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 | 0.09 | 0.11 | 0.13 | 0.18 | 0.22 | 0.34 | 0.37 | 0.46 | 0.25 | 0.20 | 0.18 | 0.23 | 0.15 | 0.13 | 0.08 | 0.06 | 0.04 | 0.05 | 0.07 | 0.06 | 0.09 | 0.06 | 0.15 | 0.17 | 0.10 | 0.28 | 0.22 | 0.11 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 07/22/1987
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICO (Fair Isaac Corporation) |
-36.23%
Feb 2006 – Feb 2009 |
-22.52%
Feb 2004 – Feb 2009 |
-1.99%
Feb 1999 – Feb 2009 |
4.57%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FICO (Fair Isaac Corporation) |
88.76%
Nov 2021 – Nov 2024 |
65.14%
Sep 1990 – Sep 1995 |
42.83%
Sep 2014 – Sep 2024 |
38.47%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart