Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LITE (Lumentum Holdings Inc.) | 156.40% | 1,077.23% | 163.90% | 63.08% | 43.73% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/23/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LITE (Lumentum Holdings Inc.) | 07/23/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.81 | 1,077.23 | 163.90 | 63.08 | 43.73 | NA | NA | … | … | 156.40 | 365.48 | 60.93 | 0.48 | -50.68 | 11.57 | 19.55 | 88.76 | -14.09 | 26.52 | 75.52 | 29.53 |
| Sharpe Ratio | NA | 12.42 | 2.14 | 0.97 | 0.72 | NA | NA | … | … | 6.89 | 4.76 | 0.98 | -0.09 | -1.15 | 0.30 | 0.34 | 1.93 | -0.23 | 0.50 | 1.73 | 1.31 |
| Standard Deviation(%) | NA | 83.02 | 69.38 | 59.35 | 56.77 | NA | NA | … | … | 98.85 | 78.67 | 55.93 | 43.62 | 45.58 | 38.52 | 56.35 | 45.36 | 65.61 | 52.01 | 43.43 | 60.29 |
| Draw Down(%) | NA | 28.70 | 50.63 | 66.48 | 66.89 | NA | NA | … | … | 28.70 | 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 06/04/2026, Common starting date 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 |
21.00%
Aug 2015 – Aug 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LITE (Lumentum Holdings Inc.) |
165.43%
Apr 2023 – Apr 2026 |
60.38%
Apr 2021 – Apr 2026 |
42.96%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart