Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| IDCC (InterDigital, Inc.) | 18.01% | 87.61% | 57.53% | 35.01% | 17.03% | 17.53% | 15.30% | 11.10% |
Data as of 07/14/2025, AR inception is 11/12/1981
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDCC (InterDigital, Inc.) | 11/12/1981 | 07/14/2025 |
| 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 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.58 | 87.61 | 57.53 | 35.01 | 17.03 | 17.53 | 15.30 | 11.10 | 18.01 | 81.06 | 123.67 | -29.25 | 20.49 | 14.30 | -16.11 | -11.22 | -15.35 | 89.17 | -5.49 | 82.23 | -27.69 | -1.29 | 5.78 | 56.78 | -3.42 | 17.87 | -30.46 | 83.13 | -17.10 | 7.28 | 41.48 | 50.10 | 79.42 | -92.79 | 1,543.84 | 48.98 | -48.42 | -19.49 | 0.00 | 40.48 | -43.24 | 57.45 | 46.88 | -31.91 | -32.86 | 4.48 | -37.96 | 68.75 | 20.75 | -19.70 | -29.79 | 308.70 | -11.54 |
| Sharpe Ratio | NA | 2.43 | 1.61 | 1.04 | 0.48 | NA | NA | 0.13 | 0.86 | 2.66 | 4.00 | -0.87 | 0.72 | 0.26 | -0.55 | -0.52 | -0.57 | 3.05 | -0.21 | 2.35 | -0.75 | -0.03 | 0.08 | 1.84 | -0.06 | 0.25 | -0.68 | 1.39 | -0.48 | 0.12 | 0.58 | 0.68 | 0.82 | -0.69 | 12.00 | 0.53 | -0.76 | -0.39 | -0.04 | 0.42 | -0.66 | 0.80 | 0.64 | -0.44 | -0.74 | 0.00 | -0.42 | 1.08 | 0.30 | -0.40 | -0.53 | 3.18 | -1.02 |
| Standard Deviation(%) | NA | 34.31 | 32.83 | 31.26 | 33.21 | NA | NA | 65.84 | 38.05 | 27.99 | 30.18 | 35.29 | 28.41 | 54.11 | 31.84 | 24.36 | 28.38 | 29.15 | 25.83 | 34.99 | 37.02 | 53.05 | 68.84 | 30.81 | 58.48 | 66.65 | 49.03 | 57.63 | 40.12 | 51.55 | 70.27 | 71.86 | 95.76 | 139.61 | 128.38 | 85.44 | 68.19 | 59.21 | 93.07 | 88.69 | 68.37 | 68.56 | 67.57 | 83.36 | 52.09 | 56.73 | 100.44 | 59.41 | 51.44 | 66.60 | 67.29 | 94.11 | 66.88 |
| Draw Down(%) | NA | 18.51 | 36.61 | 51.21 | 64.94 | NA | NA | 93.83 | 18.51 | 18.27 | 23.36 | 44.07 | 24.15 | 46.92 | 35.11 | 25.63 | 32.43 | 14.88 | 23.34 | 19.81 | 39.96 | 50.95 | 48.31 | 19.35 | 44.32 | 39.62 | 52.27 | 29.93 | 35.07 | 46.92 | 49.05 | 53.67 | 61.52 | 93.83 | 36.19 | 58.26 | 57.02 | 48.84 | 53.92 | 63.33 | 54.02 | 52.38 | 41.33 | 51.67 | 47.13 | 37.25 | 70.31 | 36.48 | 43.48 | 53.57 | 60.68 | 55.81 | 22.22 |
| Yield(%) | 0.27 | 1.72 | 2.79 | 2.85 | 2.51 | 4.55 | 5.21 | 13.02 | 0.84 | 1.55 | 2.58 | 1.92 | 2.29 | 2.52 | 2.11 | 1.78 | 1.38 | 1.86 | 1.91 | 2.04 | 0.69 | 4.34 | 1.18 | 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 07/14/2025, AR inception is 11/12/1981
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCC (InterDigital, Inc.) |
-42.10%
Dec 1999 - Dec 2002 |
-21.68%
Dec 1999 - Dec 2004 |
-10.26%
Aug 1984 - Aug 1994 |
-9.65%
Jan 1983 - Jan 1998 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDCC (InterDigital, Inc.) |
132.89%
Dec 1996 - Dec 1999 |
59.02%
Dec 1994 - Dec 1999 |
29.00%
Dec 1989 - Dec 1999 |
19.95%
Jan 1998 - Jan 2013 |
Annualized Rolling Returns Comparison Chart