Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IT (Gartner, Inc.) | -34.98% | -61.06% | -21.84% | -6.63% | 4.84% | 10.46% | 12.69% | … | … |
Data as of 06/05/2026, Common starting date is 10/05/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IT (Gartner, Inc.) | 10/05/1993 | 06/05/2026 |
| 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 (%) | 1.12 | -61.06 | -21.84 | -6.63 | 4.84 | 10.46 | 12.69 | … | … | -34.98 | -47.86 | 7.61 | 34.20 | 0.54 | 108.70 | 3.95 | 20.54 | 3.81 | 21.85 | 11.43 | 7.71 | 18.52 | 54.39 | 32.36 | 4.73 | 84.04 | 1.18 | 1.54 | -11.27 | 53.41 | 3.53 | 10.17 | 22.93 | -21.30 | 69.27 | -54.71 | -23.85 | -42.95 | -4.33 | -18.67 | 22.76 | 13.04 | 33.98 |
| Sharpe Ratio | NA | -1.20 | -0.67 | -0.27 | 0.09 | NA | NA | … | … | -1.20 | -1.14 | 0.06 | 1.20 | -0.02 | 3.58 | 0.08 | 0.68 | 0.10 | 1.07 | 0.52 | 0.39 | 0.84 | 2.54 | 1.45 | 0.14 | 3.02 | 0.02 | 0.01 | -0.39 | 1.72 | 0.04 | 0.36 | 0.60 | -0.38 | 1.10 | -0.82 | -0.46 | -0.75 | -0.13 | -0.25 | 0.24 | 0.13 | 6.87 |
| Standard Deviation(%) | NA | 54.68 | 37.64 | 35.43 | 33.37 | NA | NA | … | … | 57.36 | 45.20 | 22.61 | 25.11 | 36.12 | 30.36 | 48.76 | 28.23 | 24.11 | 19.96 | 21.78 | 19.69 | 21.98 | 21.36 | 22.53 | 32.73 | 27.80 | 51.31 | 58.93 | 36.38 | 29.35 | 32.22 | 25.73 | 37.04 | 58.58 | 61.86 | 71.53 | 58.28 | 62.00 | 58.92 | 86.31 | 79.60 | 77.88 | 33.89 |
| Draw Down(%) | NA | 67.77 | 74.51 | 74.51 | 74.51 | NA | NA | … | … | 44.25 | 59.13 | 14.60 | 16.57 | 32.98 | 10.36 | 49.20 | 26.05 | 23.09 | 11.03 | 16.93 | 9.98 | 12.02 | 8.97 | 14.23 | 25.16 | 11.43 | 54.63 | 51.35 | 41.96 | 20.30 | 34.51 | 15.92 | 28.02 | 54.67 | 34.64 | 73.10 | 59.63 | 56.20 | 51.56 | 58.52 | 54.95 | 52.26 | 9.85 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 5.39 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 10/05/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IT (Gartner, Inc.) |
-42.37%
Mar 1998 – Mar 2001 |
-27.90%
Feb 1998 – Feb 2003 |
-8.50%
Jun 1996 – Jun 2006 |
-0.36%
Dec 1996 – Dec 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IT (Gartner, Inc.) |
111.76%
Nov 1993 – Nov 1996 |
47.07%
Feb 2009 – Feb 2014 |
30.27%
Feb 2009 – Feb 2019 |
29.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart