Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INFN (Infinera Corporation) | NA | 27.20% | -10.40% | -0.39% | -9.00% | -0.90% | NA | … | … |
Data as of 02/27/2025, Common starting date is 06/07/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INFN (Infinera Corporation) | 06/07/2007 | 02/27/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.15 | 27.20 | -10.40 | -0.39 | -9.00 | -0.90 | NA | … | … | 1.07 | 38.32 | -29.53 | -29.72 | -8.49 | 31.99 | 99.00 | -36.97 | -25.44 | -53.15 | 23.10 | 50.51 | 68.33 | -7.48 | -39.21 | 16.46 | -1.00 | -39.62 | -24.67 |
| Sharpe Ratio | NA | 0.47 | -0.27 | -0.05 | -0.18 | NA | NA | … | … | 0.81 | 0.65 | -0.67 | -0.50 | -0.22 | 0.41 | 1.63 | -0.53 | -0.46 | -0.82 | 0.51 | 0.89 | 1.50 | -0.17 | -0.69 | 0.24 | -0.02 | -0.40 | -0.60 |
| Standard Deviation(%) | NA | 44.15 | 53.53 | 56.41 | 58.25 | NA | NA | … | … | 5.09 | 49.46 | 50.59 | 62.53 | 38.48 | 76.58 | 59.89 | 71.60 | 57.15 | 64.70 | 45.31 | 57.00 | 45.68 | 45.55 | 57.00 | 69.46 | 62.78 | 100.70 | 70.26 |
| Draw Down(%) | NA | 30.15 | 68.91 | 74.60 | 88.59 | NA | NA | … | … | 0.91 | 30.15 | 63.06 | 54.84 | 32.65 | 53.61 | 47.87 | 69.67 | 48.66 | 59.60 | 31.03 | 29.33 | 28.33 | 48.94 | 45.57 | 42.69 | 38.30 | 61.03 | 48.06 |
| Yield(%) | 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 02/27/2025, Common starting date is 06/07/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFN (Infinera Corporation) |
-42.37%
Nov 2015 – Nov 2018 |
-25.93%
Oct 2007 – Oct 2012 |
-11.73%
Oct 2013 – Oct 2023 |
-9.07%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INFN (Infinera Corporation) |
63.08%
Jul 2012 – Jul 2015 |
26.68%
Jun 2010 – Jun 2015 |
4.42%
Jul 2011 – Jul 2021 |
-0.23%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison Chart