Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLEX (Flex Ltd.) | 164.00% | 272.95% | 112.84% | 66.26% | 34.19% | 26.75% | 16.55% | … | … |
Data as of 06/04/2026, Common starting date is 03/18/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLEX (Flex Ltd.) | 03/18/1994 | 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 | 1998 | 1997 | 1996 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.12 | 272.95 | 112.84 | 66.26 | 34.19 | 26.75 | 16.55 | … | … | 164.00 | 57.38 | 97.10 | 37.00 | 17.08 | 1.95 | 42.47 | 65.83 | -57.70 | 25.19 | 28.19 | 0.27 | 43.89 | 25.12 | 9.72 | -27.90 | 7.39 | 185.55 | -78.77 | 5.05 | 9.96 | -24.46 | -6.62 | 80.71 | -65.86 | -15.82 | 24.08 | 114.60 | 148.19 | 24.32 | -7.50 | 96.72 | 5.17 |
| Sharpe Ratio | NA | 4.59 | 2.24 | 1.47 | 0.72 | NA | NA | … | … | 11.14 | 1.18 | 2.25 | 1.13 | 0.40 | 0.05 | 0.63 | 1.72 | -1.03 | 1.25 | 1.09 | 0.01 | 1.71 | 1.05 | 0.32 | -0.69 | 0.18 | 2.40 | -1.01 | 0.07 | 0.24 | -0.65 | -0.19 | 1.60 | -0.71 | -0.18 | 0.23 | 1.91 | 2.11 | 0.33 | -0.17 | 1.79 | 0.05 |
| Standard Deviation(%) | NA | 56.01 | 47.19 | 42.89 | 44.41 | NA | NA | … | … | 74.87 | 46.43 | 41.50 | 29.83 | 39.59 | 35.49 | 66.18 | 37.40 | 57.75 | 19.67 | 25.58 | 25.00 | 25.68 | 23.89 | 30.01 | 40.67 | 41.34 | 77.23 | 79.06 | 26.17 | 27.17 | 41.20 | 40.77 | 50.04 | 94.20 | 104.45 | 85.80 | 58.34 | 68.50 | 62.21 | 65.04 | 51.92 | 70.48 |
| Draw Down(%) | NA | 18.38 | 39.99 | 39.99 | 70.02 | NA | NA | … | … | 13.50 | 39.99 | 16.81 | 20.95 | 24.21 | 20.71 | 57.45 | 22.49 | 64.61 | 11.92 | 18.82 | 22.90 | 24.05 | 24.95 | 25.34 | 39.57 | 40.24 | 42.41 | 86.73 | 13.18 | 21.03 | 35.71 | 47.80 | 22.22 | 78.43 | 67.35 | 47.45 | 26.23 | 55.75 | 39.91 | 56.41 | 27.78 | 39.66 |
| Yield(%) | 0.00 | 0.00 | 4.72 | 3.73 | 2.78 | 3.43 | 1.57 | … | … | 0.00 | 0.00 | 12.09 | 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 03/18/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLEX (Flex Ltd.) |
-42.42%
Feb 2006 – Feb 2009 |
-35.19%
Feb 2004 – Feb 2009 |
-19.22%
Aug 2000 – Aug 2010 |
-8.77%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLEX (Flex Ltd.) |
144.39%
Apr 1997 – Apr 2000 |
82.94%
Mar 1995 – Mar 2000 |
33.72%
May 2016 – May 2026 |
25.84%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart