Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LOGI (Logitech International S.A.) | 18.43% | 43.50% | 26.30% | -0.31% | 24.42% | 19.15% | 11.39% | … | … |
Data as of 06/04/2026, Common starting date is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LOGI (Logitech International S.A.) | 03/27/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.20 | 43.50 | 26.30 | -0.31 | 24.42 | 19.15 | 11.39 | … | … | 18.43 | 29.58 | -10.66 | 55.27 | -22.89 | -14.29 | 108.67 | 50.77 | -5.61 | 38.17 | 68.75 | 20.86 | 1.67 | 86.10 | 5.75 | -58.06 | 8.42 | 9.82 | -57.48 | 28.11 | 22.30 | 54.05 | 42.77 | 39.40 | -15.48 | 48.87 | 75.96 | 142.31 | -24.17 | -7.34 |
| Sharpe Ratio | NA | 1.27 | 0.63 | -0.02 | 0.66 | NA | NA | … | … | 1.52 | 0.72 | -0.47 | 1.45 | -0.56 | -0.42 | 2.31 | 1.87 | -0.23 | 1.39 | 1.96 | 0.71 | 0.04 | 2.52 | 0.12 | -1.11 | 0.24 | 0.18 | -0.95 | 0.68 | 0.52 | 2.16 | 1.44 | 0.75 | -0.28 | 0.77 | 0.87 | 2.89 | -0.52 | -0.36 |
| Standard Deviation(%) | NA | 33.46 | 34.90 | 36.78 | 35.63 | NA | NA | … | … | 38.74 | 38.05 | 30.71 | 36.05 | 43.60 | 34.37 | 46.62 | 26.34 | 31.13 | 27.02 | 34.91 | 29.20 | 38.96 | 34.10 | 48.59 | 52.32 | 35.32 | 53.31 | 61.24 | 36.93 | 36.55 | 24.03 | 29.05 | 51.46 | 60.16 | 61.62 | 82.75 | 48.02 | 52.83 | 36.39 |
| Draw Down(%) | NA | 30.21 | 37.59 | 67.80 | 67.80 | NA | NA | … | … | 14.40 | 37.59 | 22.20 | 24.17 | 48.55 | 43.53 | 30.21 | 14.74 | 40.38 | 17.99 | 12.74 | 21.29 | 30.58 | 20.18 | 35.52 | 63.90 | 27.74 | 52.58 | 69.51 | 13.74 | 33.07 | 13.40 | 18.13 | 34.21 | 58.97 | 44.02 | 51.30 | 15.04 | 49.25 | 26.32 |
| Yield(%) | 0.00 | 1.83 | 2.85 | 1.10 | 6.39 | 6.69 | 3.13 | … | … | 0.00 | 1.88 | 2.83 | 1.86 | 1.15 | 0.95 | 1.83 | 0.00 | 2.05 | 2.52 | 3.87 | 7.83 | 3.67 | 2.78 | 10.32 | 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 03/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGI (Logitech International S.A.) |
-30.56%
Sep 2008 – Sep 2011 |
-26.03%
Oct 2007 – Oct 2012 |
-4.06%
Mar 2002 – Mar 2012 |
4.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LOGI (Logitech International S.A.) |
94.27%
Mar 1999 – Mar 2002 |
53.87%
May 2016 – May 2021 |
35.04%
Sep 1998 – Sep 2008 |
19.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart