Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LITE (Lumentum Holdings Inc.) | 38.50% | 168.27% | 8.04% | 5.72% | 19.85% | NA | NA | 21.20% |
Data as of 08/08/2025, AR inception is 07/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITE (Lumentum Holdings Inc.) | 07/23/2015 | 08/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.99 | 168.27 | 8.04 | 5.72 | 19.85 | NA | NA | 21.20 | 38.50 | 60.93 | 0.48 | -50.68 | 11.57 | 19.55 | 88.76 | -14.09 | 26.52 | 75.52 | 29.53 |
| Sharpe Ratio | NA | 2.42 | 0.08 | 0.06 | 0.35 | NA | NA | 0.38 | 0.92 | 0.98 | -0.09 | -1.15 | 0.30 | 0.34 | 1.93 | -0.23 | 0.50 | 1.73 | 1.31 |
| Standard Deviation(%) | NA | 68.25 | 55.62 | 50.35 | 51.65 | NA | NA | 52.49 | 75.53 | 55.93 | 43.62 | 45.58 | 38.52 | 56.35 | 45.36 | 65.61 | 52.01 | 43.43 | 60.29 |
| Draw Down(%) | NA | 50.63 | 62.50 | 66.89 | 66.89 | NA | NA | 66.89 | 50.63 | 32.01 | 42.16 | 54.08 | 38.10 | 33.07 | 36.51 | 48.77 | 31.71 | 24.49 | 39.79 |
| 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 |
Data as of 08/08/2025, AR inception is 07/23/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITE (Lumentum Holdings Inc.) |
-22.02%
Oct 2020 - Oct 2023 |
-6.72%
Apr 2019 - Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITE (Lumentum Holdings Inc.) |
56.20%
Oct 2015 - Oct 2018 |
41.96%
Oct 2015 - Oct 2020 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart