Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IPGP (IPG Photonics Corporation) | 71.10% | 79.55% | 4.06% | -10.14% | 3.43% | 3.72% | NA | … | … |
Data as of 06/04/2026, Common starting date is 12/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IPGP (IPG Photonics Corporation) | 12/13/2006 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.40 | 79.55 | 4.06 | -10.14 | 3.43 | 3.72 | NA | … | … | 71.10 | 3.38 | -32.36 | 14.65 | -45.00 | -23.08 | 54.42 | 27.92 | -47.09 | 116.93 | 10.71 | 19.01 | -3.47 | 16.44 | 96.78 | 7.12 | 89.00 | 26.93 | -34.07 | -16.71 | -6.25 |
| Sharpe Ratio | NA | 1.07 | -0.07 | -0.30 | 0.03 | NA | NA | … | … | 2.35 | 0.01 | -1.07 | 0.28 | -1.05 | -0.56 | 1.04 | 0.60 | -0.91 | 4.15 | 0.33 | 0.58 | -0.12 | 0.50 | 1.97 | 0.10 | 1.90 | 0.52 | -0.71 | -0.51 | -1.64 |
| Standard Deviation(%) | NA | 63.83 | 50.70 | 46.90 | 45.24 | NA | NA | … | … | 90.66 | 45.59 | 36.71 | 37.66 | 44.21 | 41.46 | 51.90 | 44.17 | 53.16 | 28.18 | 31.76 | 32.78 | 29.01 | 32.76 | 49.69 | 68.48 | 46.91 | 51.90 | 49.31 | 39.12 | 49.16 |
| Draw Down(%) | NA | 40.98 | 64.44 | 77.23 | 81.13 | NA | NA | … | … | 40.98 | 36.14 | 42.59 | 40.08 | 52.44 | 40.76 | 31.49 | 35.89 | 59.88 | 18.47 | 25.50 | 27.66 | 20.60 | 22.63 | 34.49 | 55.36 | 25.73 | 48.99 | 49.20 | 35.64 | 9.77 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.06 | 0.13 | … | … | 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 | 1.84 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGP (IPG Photonics Corporation) |
-28.30%
Jul 2021 – Jul 2024 |
-20.38%
Dec 2020 – Dec 2025 |
-4.87%
Feb 2015 – Feb 2025 |
2.92%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IPGP (IPG Photonics Corporation) |
84.13%
Feb 2009 – Feb 2012 |
53.78%
Feb 2009 – Feb 2014 |
33.94%
Feb 2009 – Feb 2019 |
17.25%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart