Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIVN (Five9, Inc.) | 22.00% | -15.92% | -29.52% | -30.96% | 7.56% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/07/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIVN (Five9, Inc.) | 04/07/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.14 | -15.92 | -29.52 | -30.96 | 7.56 | NA | NA | … | … | 22.00 | -50.81 | -48.25 | 15.96 | -50.58 | -21.26 | 165.93 | 50.00 | 75.72 | 75.33 | 63.10 | 94.20 | -36.99 |
| Sharpe Ratio | NA | -0.21 | -0.53 | -0.63 | 0.15 | NA | NA | … | … | 0.79 | -1.09 | -1.03 | 0.24 | -0.77 | -0.43 | 3.28 | 1.14 | 1.51 | 1.96 | 1.24 | 1.97 | -0.84 |
| Standard Deviation(%) | NA | 58.53 | 54.04 | 56.05 | 50.87 | NA | NA | … | … | 73.58 | 49.99 | 52.48 | 49.06 | 67.51 | 48.96 | 50.27 | 42.72 | 49.13 | 38.31 | 50.82 | 47.85 | 55.17 |
| Draw Down(%) | NA | 53.96 | 84.52 | 93.51 | 93.51 | NA | NA | … | … | 32.12 | 58.48 | 66.17 | 39.84 | 66.17 | 38.84 | 28.32 | 18.78 | 26.78 | 18.15 | 28.82 | 41.22 | 49.69 |
| 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 |
Data as of 06/04/2026, Common starting date is 04/07/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVN (Five9, Inc.) |
-43.55%
Sep 2021 – Sep 2024 |
-38.01%
Apr 2021 – Apr 2026 |
5.49%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIVN (Five9, Inc.) |
130.37%
Aug 2015 – Aug 2018 |
103.67%
Sep 2015 – Sep 2020 |
26.42%
Jan 2015 – Jan 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart