Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KLAC (KLA Corporation) | 75.43% | 172.66% | 67.08% | 47.03% | 42.10% | 34.71% | 25.60% | … | … |
Data as of 06/04/2026, Common starting date is 10/08/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KLAC (KLA Corporation) | 10/08/1980 | 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 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 10.56 | 172.66 | 67.08 | 47.03 | 42.10 | 34.71 | 25.60 | … | … | 75.43 | 93.00 | 8.49 | 54.36 | -11.20 | 68.05 | 47.94 | 103.99 | -12.49 | 36.80 | 16.95 | 2.03 | 39.43 | 38.97 | 2.04 | 28.40 | 9.56 | 69.94 | -53.83 | -2.20 | 1.88 | 6.74 | -20.43 | 65.51 | -28.63 | 47.12 | -39.51 | 156.77 | 12.30 | 8.80 | 36.21 | 6.38 | 76.58 | 126.53 | 10.11 | 27.14 | 0.00 | -25.53 | -14.55 | 0.92 | -40.76 | 37.31 | -3.37 | 170.13 | 108.11 | -42.19 | 15.32 |
| Sharpe Ratio | NA | 3.18 | 1.33 | 0.96 | 0.94 | NA | NA | … | … | 3.60 | 2.10 | 0.11 | 1.51 | -0.26 | 1.67 | 0.79 | 3.28 | -0.38 | 1.43 | 0.79 | 0.06 | 1.78 | 1.59 | 0.08 | 0.77 | 0.27 | 1.48 | -0.98 | -0.20 | -0.05 | 0.16 | -0.63 | 1.62 | -0.48 | 0.54 | -0.43 | 2.25 | 0.12 | 0.07 | 0.46 | 0.04 | 1.48 | 1.91 | 0.13 | 0.43 | -0.10 | -0.57 | -0.38 | -0.05 | -0.94 | 0.76 | -0.22 | 3.89 | 2.19 | -0.89 | 1.42 |
| Standard Deviation(%) | NA | 45.90 | 43.30 | 43.06 | 41.36 | NA | NA | … | … | 56.85 | 43.07 | 43.67 | 33.99 | 48.85 | 40.78 | 59.79 | 31.22 | 36.31 | 25.44 | 21.11 | 31.00 | 22.09 | 24.52 | 26.13 | 36.88 | 34.77 | 47.16 | 55.61 | 26.66 | 32.87 | 28.28 | 34.13 | 39.88 | 62.53 | 84.44 | 101.77 | 68.24 | 74.99 | 70.41 | 69.65 | 57.30 | 49.82 | 64.64 | 57.19 | 54.10 | 55.72 | 55.21 | 50.70 | 60.38 | 47.69 | 41.83 | 46.52 | 41.88 | 45.55 | 58.97 | 54.52 |
| Draw Down(%) | NA | 22.41 | 35.35 | 40.28 | 40.28 | NA | NA | … | … | 22.41 | 25.84 | 31.13 | 16.63 | 40.28 | 19.25 | 37.24 | 20.23 | 32.19 | 19.09 | 12.82 | 32.98 | 18.86 | 9.46 | 18.58 | 33.24 | 26.12 | 34.99 | 68.02 | 24.02 | 27.71 | 23.29 | 42.99 | 23.59 | 62.37 | 51.67 | 73.06 | 29.39 | 55.73 | 54.71 | 49.65 | 44.69 | 25.43 | 28.30 | 47.71 | 39.82 | 52.04 | 42.73 | 51.20 | 59.00 | 56.31 | 34.74 | 33.02 | 23.58 | 21.62 | 58.11 | 16.88 |
| Yield(%) | 0.00 | 0.10 | 0.15 | 0.57 | 3.25 | 8.06 | 6.41 | … | … | 0.03 | 0.12 | 0.11 | 0.14 | 1.08 | 1.50 | 1.92 | 3.41 | 2.68 | 2.85 | 3.06 | 2.90 | 29.03 | 3.43 | 3.16 | 3.10 | 2.17 | 2.67 | 1.29 | 1.10 | 0.95 | 0.79 | 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 06/04/2026, Common starting date is 10/08/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLAC (KLA Corporation) |
-31.53%
Aug 1987 – Aug 1990 |
-20.86%
Jan 1985 – Jan 1990 |
-8.83%
Mar 2000 – Mar 2010 |
0.47%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KLAC (KLA Corporation) |
125.06%
Aug 1992 – Aug 1995 |
80.01%
Aug 1992 – Aug 1997 |
45.66%
Feb 1990 – Feb 2000 |
33.24%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart