Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ITRI (Itron, Inc.) | -13.77% | -33.00% | 5.12% | -3.49% | 5.90% | 3.26% | 1.87% | … | … |
Data as of 06/05/2026, Common starting date is 11/05/1993
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ITRI (Itron, Inc.) | 11/05/1993 | 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 (%) | -2.92 | -33.00 | 5.12 | -3.49 | 5.90 | 3.26 | 1.87 | … | … | -13.77 | -11.16 | 44.60 | 49.08 | -26.08 | -28.55 | 14.23 | 77.52 | -30.66 | 8.51 | 73.71 | -14.45 | 2.08 | -7.00 | 24.55 | -35.49 | -17.94 | 6.01 | -33.58 | 85.13 | 29.47 | 67.46 | 30.23 | -4.23 | -36.73 | 735.86 | -40.82 | -14.78 | -60.07 | 1.41 | -47.41 | 66.67 | 12.50 | 18.03 |
| Sharpe Ratio | NA | -0.73 | 0.13 | -0.12 | 0.11 | NA | NA | … | … | -0.71 | -0.35 | 1.02 | 1.22 | -0.54 | -0.53 | 0.21 | 1.94 | -1.00 | 0.29 | 2.37 | -0.54 | 0.06 | -0.28 | 0.68 | -0.82 | -0.52 | 0.12 | -0.55 | 2.07 | 0.61 | 1.46 | 0.76 | -0.11 | -0.48 | 8.92 | -0.49 | -0.23 | -0.80 | -0.04 | -0.60 | 1.12 | 0.19 | 3.69 |
| Standard Deviation(%) | NA | 41.31 | 37.66 | 43.25 | 43.58 | NA | NA | … | … | 39.05 | 40.59 | 37.71 | 36.99 | 50.73 | 54.24 | 68.01 | 39.27 | 31.82 | 27.35 | 31.04 | 26.78 | 33.20 | 25.57 | 36.36 | 43.29 | 34.56 | 50.32 | 62.43 | 39.84 | 43.30 | 44.70 | 38.64 | 44.40 | 78.49 | 85.54 | 91.01 | 79.28 | 78.80 | 57.24 | 84.35 | 56.17 | 49.93 | 53.65 |
| Draw Down(%) | NA | 43.64 | 43.64 | 58.57 | 65.26 | NA | NA | … | … | 26.10 | 31.94 | 14.10 | 27.79 | 39.39 | 49.66 | 51.94 | 25.12 | 41.69 | 19.52 | 16.87 | 33.08 | 22.02 | 22.42 | 30.54 | 57.09 | 34.38 | 38.73 | 67.37 | 33.00 | 38.13 | 28.97 | 29.40 | 34.52 | 64.69 | 25.53 | 61.59 | 55.56 | 78.67 | 44.42 | 74.47 | 37.69 | 31.18 | 12.31 |
| 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/05/1993
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITRI (Itron, Inc.) |
-48.02%
Apr 1996 – Apr 1999 |
-36.00%
Dec 1995 – Dec 2000 |
-5.22%
May 2008 – May 2018 |
-5.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ITRI (Itron, Inc.) |
74.72%
Sep 2004 – Sep 2007 |
64.03%
Nov 2000 – Nov 2005 |
31.36%
Dec 2000 – Dec 2010 |
16.58%
Dec 2000 – Dec 2015 |
Annualized Rolling Returns Comparison Chart