Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IRBT (iRobot Corporation) | NA | -97.02% | -83.38% | -69.80% | -39.97% | -26.84% | -22.16% | … | … |
Data as of 12/22/2025, Common starting date is 11/09/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IRBT (iRobot Corporation) | 11/09/2005 | 12/22/2025 |
| 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 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -81.36 | -97.02 | -83.38 | -69.80 | -39.97 | -26.84 | -22.16 | … | … | -97.16 | -79.46 | -19.59 | -26.94 | -17.95 | 58.58 | -39.54 | 9.18 | 31.22 | 65.11 | 1.96 | -0.14 | 85.54 | -37.22 | 19.98 | 41.36 | 94.91 | -50.06 | 0.11 | -45.81 | 24.83 |
| Sharpe Ratio | NA | -0.44 | -0.59 | -0.61 | -0.45 | NA | NA | … | … | -0.44 | -0.83 | -0.44 | -0.55 | -0.30 | 0.94 | -0.82 | 0.12 | 0.62 | 2.01 | 0.07 | 0.00 | 1.81 | -0.62 | 0.35 | 0.75 | 1.55 | -0.69 | -0.05 | -0.92 | 4.16 |
| Standard Deviation(%) | NA | 225.58 | 146.72 | 118.94 | 92.00 | NA | NA | … | … | 228.16 | 103.83 | 54.91 | 51.43 | 59.79 | 61.95 | 49.75 | 63.66 | 49.82 | 32.36 | 28.39 | 44.21 | 47.26 | 60.42 | 57.16 | 54.68 | 61.14 | 73.45 | 58.61 | 53.39 | 93.91 |
| Draw Down(%) | NA | 98.27 | 99.57 | 99.86 | 99.86 | NA | NA | … | … | 98.27 | 84.57 | 44.14 | 49.88 | 60.64 | 41.35 | 66.69 | 39.53 | 40.91 | 19.80 | 20.38 | 33.55 | 27.58 | 56.92 | 41.02 | 24.37 | 30.39 | 67.71 | 39.25 | 57.21 | 22.08 |
| 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 | 0.00 | 0.00 |
Data as of 12/22/2025, Common starting date is 11/09/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBT (iRobot Corporation) |
-68.81%
Nov 2022 – Nov 2025 |
-54.20%
Nov 2020 – Nov 2025 |
-26.23%
Nov 2015 – Nov 2025 |
-15.65%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IRBT (iRobot Corporation) |
63.21%
Jan 2009 – Jan 2012 |
40.12%
Mar 2009 – Mar 2014 |
31.84%
Feb 2009 – Feb 2019 |
11.32%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart