Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIS (Fidelity National Information Services, Inc.) | -37.05% | -47.04% | -6.43% | -20.39% | -4.14% | 3.72% | 13.82% | … | … |
Data as of 06/04/2026, Common starting date is 06/20/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIS (Fidelity National Information Services, Inc.) | 06/20/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.75 | -47.04 | -6.43 | -20.39 | -4.14 | 3.72 | 13.82 | … | … | -37.05 | -15.85 | 36.96 | -7.56 | -36.46 | -21.90 | 2.71 | 37.19 | 10.32 | 24.78 | 26.65 | -1.00 | 17.85 | 57.30 | 34.13 | -2.22 | 17.74 | 45.46 | 246.28 | 4.56 | 18.08 | 15.22 | 9.39 | 34.28 | -28.23 | 43.20 |
| Sharpe Ratio | NA | -1.54 | -0.31 | -0.65 | -0.17 | NA | NA | … | … | -1.83 | -0.63 | 1.62 | -0.32 | -0.78 | -0.81 | 0.05 | 1.86 | 0.45 | 2.05 | 1.28 | -0.04 | 1.08 | 3.24 | 1.83 | -0.08 | 0.75 | 1.40 | 1.47 | 0.06 | 0.67 | 0.56 | 0.42 | 1.26 | -0.53 | 2.32 |
| Standard Deviation(%) | NA | 30.12 | 27.29 | 34.47 | 30.53 | NA | NA | … | … | 36.82 | 29.81 | 20.63 | 34.91 | 48.48 | 27.16 | 45.32 | 19.24 | 19.78 | 11.84 | 20.66 | 25.65 | 16.46 | 17.68 | 18.78 | 29.50 | 23.49 | 32.49 | 165.68 | 22.82 | 22.12 | 23.32 | 20.19 | 26.63 | 55.12 | 42.49 |
| Draw Down(%) | NA | 48.19 | 52.39 | 68.72 | 69.61 | NA | NA | … | … | 37.58 | 25.06 | 11.51 | 37.27 | 52.31 | 33.88 | 34.76 | 9.92 | 13.08 | 6.37 | 9.08 | 20.04 | 10.10 | 6.68 | 11.75 | 32.44 | 14.02 | 15.79 | 46.38 | 27.88 | 16.72 | 13.97 | 16.73 | 18.29 | 59.03 | 28.45 |
| Yield(%) | 0.00 | 2.04 | 3.07 | 1.24 | 2.06 | 4.20 | 9.00 | … | … | 0.67 | 2.00 | 2.36 | 3.79 | 1.65 | 1.12 | 1.00 | 1.38 | 1.37 | 1.51 | 1.74 | 1.67 | 1.81 | 2.46 | 3.00 | 0.71 | 0.84 | 1.17 | 74.35 | 0.88 | 17.28 | 1.02 | 1.09 | 0.71 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 06/20/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIS (Fidelity National Information Services, Inc.) |
-26.65%
Aug 2020 – Aug 2023 |
-20.05%
May 2021 – May 2026 |
-3.66%
May 2016 – May 2026 |
3.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIS (Fidelity National Information Services, Inc.) |
102.16%
Apr 2008 – Apr 2011 |
61.17%
Apr 2008 – Apr 2013 |
39.89%
Jun 2008 – Jun 2018 |
30.93%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart