Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HPE (Hewlett Packard Enterprise Company) | 124.96% | 208.56% | 57.13% | 30.81% | 20.97% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/20/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HPE (Hewlett Packard Enterprise Company) | 10/20/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 40.51 | 208.56 | 57.13 | 30.81 | 20.97 | NA | NA | … | … | 124.96 | 15.54 | 29.14 | 9.72 | 4.49 | 37.37 | -21.94 | 23.74 | -5.62 | 13.00 | 54.22 | -9.58 |
| Sharpe Ratio | NA | 3.46 | 1.01 | 0.61 | 0.45 | NA | NA | … | … | 6.29 | 0.28 | 0.67 | 0.21 | 0.09 | 1.31 | -0.40 | 0.80 | -0.21 | 0.28 | 1.56 | -0.84 |
| Standard Deviation(%) | NA | 42.60 | 41.21 | 37.59 | 38.25 | NA | NA | … | … | 51.02 | 45.34 | 38.35 | 28.58 | 34.63 | 28.42 | 55.35 | 27.71 | 33.15 | 43.60 | 34.54 | 47.71 |
| Draw Down(%) | NA | 23.73 | 48.36 | 48.36 | 56.88 | NA | NA | … | … | 17.25 | 48.36 | 26.28 | 18.76 | 30.59 | 20.08 | 51.05 | 23.38 | 35.14 | 31.08 | 20.66 | 22.24 |
| Yield(%) | 0.00 | 3.06 | 3.48 | 3.11 | 4.01 | 3.04 | 2.28 | … | … | 0.59 | 2.48 | 3.07 | 3.05 | 2.97 | 4.15 | 2.97 | 3.40 | 2.82 | 2.17 | 1.73 | 0.33 |
Data as of 06/04/2026, Common starting date is 10/20/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPE (Hewlett Packard Enterprise Company) |
-17.46%
May 2017 – May 2020 |
-2.40%
Aug 2017 – Aug 2022 |
12.27%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HPE (Hewlett Packard Enterprise Company) |
47.96%
May 2023 – May 2026 |
26.89%
Oct 2020 – Oct 2025 |
18.63%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart