Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRMN (Garmin Ltd.) | 5.53% | 31.52% | 31.96% | 20.14% | 20.15% | 18.00% | 15.21% | 16.67% |
Data as of 07/11/2025, AR inception is 12/08/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRMN (Garmin Ltd.) | 12/08/2000 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 31.52 | 31.96 | 20.14 | 20.15 | 18.00 | 15.21 | 16.67 | 5.53 | 63.25 | 43.12 | -30.17 | 15.90 | 25.86 | 58.13 | 9.84 | 27.60 | 36.60 | -26.12 | 18.35 | 18.64 | 6.73 | 34.61 | 5.14 | 64.01 | -79.32 | 75.60 | 69.52 | 9.53 | 12.15 | 86.78 | 37.43 | 7.95 | -1.25 |
| Sharpe Ratio | NA | 0.71 | 0.93 | 0.63 | 0.68 | NA | NA | 0.40 | 0.19 | 1.86 | 1.95 | -1.01 | 0.70 | 0.68 | 2.30 | 0.42 | 1.45 | 1.23 | -0.88 | 0.71 | 0.70 | 0.26 | 1.40 | 0.14 | 1.06 | -1.19 | 1.47 | 1.59 | 0.19 | 0.27 | 1.93 | 1.00 | 0.11 | -0.39 |
| Standard Deviation(%) | NA | 39.63 | 30.79 | 28.59 | 28.27 | NA | NA | 37.36 | 41.43 | 32.15 | 20.40 | 31.49 | 22.57 | 37.42 | 24.68 | 20.01 | 18.70 | 29.56 | 29.64 | 25.76 | 26.45 | 26.22 | 24.71 | 36.02 | 60.53 | 67.55 | 49.38 | 41.80 | 37.91 | 42.14 | 44.52 | 36.39 | 52.91 | 63.40 |
| Draw Down(%) | NA | 27.97 | 27.97 | 54.62 | 54.62 | NA | NA | 87.71 | 27.97 | 11.48 | 8.76 | 41.08 | 26.86 | 38.14 | 14.83 | 12.86 | 9.20 | 15.24 | 41.15 | 19.28 | 21.86 | 26.51 | 12.56 | 31.89 | 32.19 | 84.31 | 33.51 | 21.56 | 35.08 | 51.02 | 27.88 | 25.59 | 42.69 | 14.16 |
| Yield(%) | 0.00 | 1.89 | 2.99 | 2.95 | 5.36 | 7.48 | 3.96 | 7.90 | 0.81 | 2.35 | 3.12 | 2.14 | 2.21 | 2.44 | 3.58 | 3.53 | 4.15 | 5.54 | 3.82 | 4.20 | 4.27 | 4.42 | 5.13 | 4.67 | 3.45 | 0.81 | 1.35 | 0.74 | 0.42 | 0.47 | 0.83 | 0.00 | 0.00 | 0.00 |
Data as of 07/11/2025, AR inception is 12/08/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMN (Garmin Ltd.) |
-34.29%
Sep 2007 - Sep 2010 |
-15.86%
Sep 2007 - Sep 2012 |
-3.84%
Sep 2007 - Sep 2017 |
0.94%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRMN (Garmin Ltd.) |
78.32%
Sep 2004 - Sep 2007 |
67.74%
Sep 2002 - Sep 2007 |
22.39%
Aug 2011 - Aug 2021 |
18.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart