Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LLTC (Linear Technology Corp) | NA | 53.75% | 13.65% | 17.46% | 9.86% | 4.70% | 11.39% | … | … |
Data as of 03/10/2017, Common starting date is 05/28/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LLTC (Linear Technology Corp) | 05/28/1986 | 03/10/2017 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 53.75 | 13.65 | 17.46 | 9.86 | 4.70 | 11.39 | … | … | 4.78 | 50.64 | -4.33 | 2.58 | 35.44 | 18.72 | -10.51 | 16.73 | 43.22 | -28.43 | 7.25 | -14.43 | -5.93 | -7.10 | 64.66 | -33.73 | -15.31 | 29.52 | 60.24 | 56.06 | 31.86 | 12.37 | 59.32 | 28.46 | 53.08 | 55.81 | 159.41 | 21.69 | 23.88 | -27.17 | 35.29 | -2.86 |
| Sharpe Ratio | NA | 2.11 | 0.57 | 0.81 | 0.35 | NA | NA | … | … | 4.74 | 1.60 | -0.17 | 0.13 | 2.00 | 0.84 | -0.38 | 0.61 | 1.31 | -0.66 | 0.17 | -0.70 | -0.39 | -0.28 | 1.54 | -0.53 | -0.22 | 0.31 | 0.87 | 0.86 | -0.46 | 0.13 | 1.39 | 0.60 | 1.06 | 1.20 | 3.12 | 0.34 | 0.50 | -0.64 | 0.39 | -0.14 |
| Standard Deviation(%) | NA | 25.33 | 23.67 | 21.53 | 27.44 | NA | NA | … | … | 5.93 | 31.38 | 24.98 | 19.90 | 17.73 | 22.43 | 28.11 | 27.42 | 33.02 | 44.23 | 24.53 | 25.52 | 20.83 | 28.59 | 41.44 | 66.06 | 80.22 | 82.16 | 65.90 | 61.52 | 50.60 | 69.58 | 40.01 | 42.76 | 47.81 | 44.18 | 49.64 | 47.72 | 36.49 | 49.74 | 79.51 | 60.64 |
| Draw Down(%) | NA | 7.74 | 23.46 | 23.46 | 50.13 | NA | NA | … | … | 0.69 | 8.85 | 23.46 | 22.35 | 10.29 | 16.68 | 26.81 | 15.70 | 18.25 | 49.39 | 22.64 | 22.92 | 20.38 | 22.96 | 15.64 | 58.03 | 53.63 | 36.90 | 26.31 | 49.01 | 28.86 | 52.97 | 20.44 | 22.42 | 18.23 | 25.00 | 26.90 | 36.28 | 26.25 | 45.37 | 54.10 | 36.11 |
| Yield(%) | 0.00 | 2.98 | 2.53 | 3.42 | 2.99 | 1.74 | 1.51 | … | … | 0.53 | 3.05 | 2.61 | 2.41 | 2.17 | 4.15 | 2.77 | 2.97 | 3.86 | 2.71 | 2.38 | 1.63 | 1.05 | 0.77 | 0.84 | 0.47 | 0.33 | 0.18 | 0.22 | 0.43 | 0.52 | 0.46 | 0.55 | 0.63 | 0.86 | 0.08 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/10/2017, Common starting date is 05/28/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLTC (Linear Technology Corp) |
-19.93%
Jun 2000 – Jun 2003 |
-12.80%
Nov 2003 – Nov 2008 |
-7.30%
Aug 2000 – Aug 2010 |
-1.82%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LLTC (Linear Technology Corp) |
94.45%
Sep 1990 – Sep 1993 |
78.29%
Sep 1990 – Sep 1995 |
60.65%
Sep 1990 – Sep 2000 |
38.04%
Jul 1986 – Jul 2001 |
Annualized Rolling Returns Comparison Chart