Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDT (IDT Corporation) | 8.67% | -5.17% | 21.72% | 10.61% | 16.66% | 11.61% | 6.99% | … | … |
Data as of 06/04/2026, Common starting date is 05/16/2001
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDT (IDT Corporation) | 05/16/2001 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.81 | -5.17 | 21.72 | 10.61 | 16.66 | 11.61 | 6.99 | … | … | 8.67 | 8.22 | 40.09 | 21.02 | -36.21 | 257.28 | 71.43 | 16.48 | -40.32 | -39.26 | 66.87 | -37.80 | 23.06 | 90.04 | 6.49 | -32.72 | 439.59 | 304.17 | -95.27 | -33.19 | 11.79 | -24.42 | -33.07 | 49.13 | -6.62 | 25.36 |
| Sharpe Ratio | NA | -0.39 | 0.57 | 0.27 | 0.26 | NA | NA | … | … | 0.76 | 0.14 | 1.17 | 0.53 | -0.73 | 3.92 | 0.85 | 0.26 | -0.57 | -0.77 | 1.49 | -0.78 | 0.81 | 2.36 | 0.18 | -0.55 | 6.08 | 2.54 | -0.68 | -0.82 | 0.29 | -1.42 | -1.55 | 1.69 | -0.23 | 0.87 |
| Standard Deviation(%) | NA | 35.58 | 33.67 | 43.20 | 55.02 | NA | NA | … | … | 23.60 | 37.84 | 31.07 | 33.23 | 51.99 | 65.61 | 83.29 | 56.72 | 72.78 | 52.24 | 44.83 | 48.21 | 28.36 | 38.06 | 35.68 | 59.80 | 72.27 | 119.87 | 142.31 | 44.28 | 28.74 | 18.78 | 21.91 | 28.72 | 34.41 | 49.12 |
| Draw Down(%) | NA | 33.19 | 33.19 | 66.93 | 77.05 | NA | NA | … | … | 10.00 | 33.19 | 15.39 | 36.84 | 51.34 | 36.48 | 44.98 | 50.04 | 60.12 | 46.49 | 25.52 | 49.85 | 23.42 | 22.02 | 22.19 | 44.95 | 29.21 | 48.15 | 97.16 | 42.91 | 15.42 | 30.52 | 43.28 | 13.62 | 28.86 | 39.21 |
| Yield(%) | 0.00 | 0.42 | 0.55 | 0.30 | 1.49 | 3.85 | 2.23 | … | … | 0.14 | 0.51 | 0.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.62 | 3.94 | 6.60 | 6.93 | 7.74 | 3.11 | 4.71 | 36.55 | 9.46 | 0.00 | 0.00 | 2.80 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 05/16/2001
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDT (IDT Corporation) |
-70.23%
Feb 2006 – Feb 2009 |
-56.76%
Feb 2004 – Feb 2009 |
-10.89%
Apr 2002 – Apr 2012 |
-8.93%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDT (IDT Corporation) |
165.28%
Feb 2009 – Feb 2012 |
108.43%
Feb 2009 – Feb 2014 |
33.68%
Jan 2009 – Jan 2019 |
36.72%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart