Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDOS (Leidos Holdings, Inc.) | -30.90% | -13.11% | 16.87% | 5.07% | 20.18% | 13.08% | NA | … | … |
Data as of 06/03/2026, Common starting date is 10/13/2006
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDOS (Leidos Holdings, Inc.) | 10/13/2006 | 06/03/2026 |
| 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 (%) | -4.80 | -13.11 | 16.87 | 5.07 | 20.18 | 13.08 | NA | … | … | -30.90 | 30.33 | 34.52 | 4.50 | 20.04 | -14.20 | 8.95 | 88.82 | -16.72 | 29.14 | 98.85 | 35.70 | -2.04 | 23.19 | -5.49 | -22.51 | -16.26 | -2.77 | -3.17 | 13.10 | -2.15 |
| Sharpe Ratio | NA | -0.50 | 0.55 | 0.12 | 0.60 | NA | NA | … | … | -1.53 | 1.06 | 1.19 | 0.03 | 0.75 | -0.55 | 0.20 | 4.01 | -0.76 | 1.57 | 1.84 | 1.27 | -0.07 | 0.53 | -0.26 | -0.76 | -0.83 | -0.12 | -0.13 | 0.37 | -0.38 |
| Standard Deviation(%) | NA | 30.07 | 27.24 | 27.04 | 31.19 | NA | NA | … | … | 38.59 | 26.41 | 25.86 | 26.41 | 24.90 | 25.95 | 43.96 | 21.77 | 24.03 | 18.25 | 53.63 | 28.15 | 30.66 | 43.67 | 21.57 | 29.58 | 19.70 | 23.06 | 31.34 | 27.18 | 35.61 |
| Draw Down(%) | NA | 38.05 | 38.05 | 38.05 | 42.29 | NA | NA | … | … | 37.81 | 21.28 | 28.72 | 26.59 | 19.79 | 23.98 | 42.29 | 10.43 | 29.09 | 8.97 | 27.48 | 16.88 | 28.32 | 36.06 | 23.12 | 35.88 | 24.48 | 16.31 | 20.48 | 17.36 | 13.87 |
| Yield(%) | 0.00 | 1.15 | 1.94 | 1.46 | 7.63 | 5.29 | 3.66 | … | … | 0.23 | 1.14 | 1.43 | 1.39 | 1.60 | 1.37 | 1.38 | 2.54 | 2.00 | 2.51 | 37.44 | 5.04 | 3.76 | 21.65 | 2.40 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/03/2026, Common starting date is 10/13/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDOS (Leidos Holdings, Inc.) |
-16.43%
Sep 2008 – Sep 2011 |
-11.08%
May 2007 – May 2012 |
6.78%
Jan 2007 – Jan 2017 |
8.11%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDOS (Leidos Holdings, Inc.) |
59.83%
Sep 2014 – Sep 2017 |
43.80%
Sep 2014 – Sep 2019 |
29.29%
Oct 2014 – Oct 2024 |
17.03%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart