Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTU (Intuit Inc.) | -54.19% | -60.30% | -11.36% | -7.54% | 11.65% | 13.55% | 13.47% | … | … |
Data as of 06/04/2026, Common starting date is 03/12/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTU (Intuit Inc.) | 03/12/1993 | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.52 | -60.30 | -11.36 | -7.54 | 11.65 | 13.55 | 13.47 | … | … | -54.19 | 6.09 | 1.16 | 61.76 | -39.12 | 70.27 | 45.86 | 34.11 | 25.85 | 39.20 | 20.18 | 5.84 | 22.05 | 29.73 | 14.64 | 7.01 | 60.43 | 29.17 | -24.74 | 3.61 | 14.48 | 21.11 | -16.74 | 12.66 | 9.68 | 8.48 | -34.20 | 148.02 | 75.76 | 30.95 | -59.62 | 133.71 | 56.60 | 34.25 |
| Sharpe Ratio | NA | -1.33 | -0.29 | -0.20 | 0.33 | NA | NA | … | … | -1.33 | 0.11 | -0.09 | 2.01 | -0.85 | 2.39 | 0.97 | 1.35 | 0.88 | 2.21 | 1.01 | 0.21 | 1.24 | 1.47 | 0.71 | 0.23 | 2.13 | 0.91 | -0.58 | 0.02 | 0.42 | 0.86 | -0.63 | 0.27 | 0.18 | 0.08 | -0.39 | 1.89 | 0.99 | 0.43 | -0.89 | 2.68 | 1.03 | 0.88 |
| Standard Deviation(%) | NA | 43.91 | 35.24 | 37.39 | 33.82 | NA | NA | … | … | 62.99 | 30.13 | 28.41 | 29.25 | 48.01 | 29.39 | 46.99 | 24.16 | 28.03 | 17.56 | 19.84 | 27.18 | 17.80 | 20.16 | 20.85 | 29.76 | 28.35 | 32.12 | 44.29 | 30.41 | 26.27 | 21.93 | 28.15 | 44.90 | 47.18 | 81.28 | 99.78 | 76.70 | 72.78 | 62.74 | 70.54 | 48.38 | 51.88 | 47.23 |
| Draw Down(%) | NA | 62.05 | 62.05 | 62.05 | 62.05 | NA | NA | … | … | 53.83 | 21.94 | 16.01 | 13.40 | 44.93 | 12.96 | 36.28 | 13.65 | 20.83 | 9.68 | 9.26 | 26.11 | 11.55 | 15.81 | 11.59 | 28.77 | 9.64 | 17.18 | 36.79 | 16.98 | 15.32 | 14.34 | 32.16 | 32.41 | 21.72 | 49.53 | 69.31 | 37.41 | 48.59 | 40.69 | 66.67 | 25.97 | 43.96 | 23.62 |
| Yield(%) | 0.00 | 0.61 | 0.91 | 0.77 | 2.42 | 3.95 | 5.51 | … | … | 0.38 | 0.69 | 0.62 | 0.83 | 0.45 | 0.66 | 0.60 | 1.00 | 1.03 | 1.23 | 1.31 | 1.15 | 1.08 | 1.13 | 1.51 | 0.30 | 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 06/04/2026, Common starting date is 03/12/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTU (Intuit Inc.) |
-11.89%
Mar 2000 – Mar 2003 |
-8.35%
Jan 2000 – Jan 2005 |
-0.18%
Jan 2000 – Jan 2010 |
7.60%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTU (Intuit Inc.) |
91.44%
Mar 1997 – Mar 2000 |
45.42%
Jun 1997 – Jun 2002 |
29.72%
Nov 2011 – Nov 2021 |
26.15%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart