Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LRCX (Lam Research Corporation) | 34.77% | -7.66% | 36.44% | 26.42% | 29.83% | 25.41% | 20.11% | 16.43% |
Data as of 07/01/2025, AR inception is 05/04/1984
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LRCX (Lam Research Corporation) | 05/04/1984 | 07/01/2025 |
| 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 | 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 | 1985 | 1984 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.23 | -7.66 | 36.44 | 26.42 | 29.83 | 25.41 | 20.11 | 16.43 | 34.77 | -6.84 | 88.63 | -40.72 | 53.66 | 64.18 | 119.33 | -24.40 | 76.19 | 35.16 | 1.51 | 46.80 | 50.71 | -2.40 | -28.51 | 32.06 | 84.26 | -50.77 | -14.60 | 41.87 | 23.42 | -10.50 | 199.07 | -53.49 | 60.14 | -61.01 | 526.32 | -39.10 | 4.00 | -38.52 | 22.82 | 14.62 | 133.53 | 67.00 | 156.41 | -9.30 | -32.81 | 12.28 | 58.33 | -55.56 | 22.73 | -17.50 |
| Sharpe Ratio | NA | -0.19 | 0.61 | 0.58 | 0.66 | NA | NA | 0.25 | 1.56 | -0.24 | 2.43 | -0.78 | 1.28 | 1.00 | 3.23 | -0.65 | 2.80 | 1.27 | 0.05 | 1.70 | 1.96 | -0.09 | -0.72 | 0.86 | 1.67 | -0.82 | -0.51 | 0.87 | 0.62 | -0.24 | 3.77 | -0.68 | 0.73 | -0.67 | 6.33 | -0.54 | 0.00 | -0.56 | 0.37 | 0.21 | 2.55 | 1.28 | 2.31 | -0.20 | -0.84 | 0.12 | 0.64 | -1.02 | 0.36 | -0.87 |
| Standard Deviation(%) | NA | 52.40 | 44.83 | 44.70 | 42.69 | NA | NA | 55.43 | 53.62 | 43.65 | 35.40 | 54.30 | 41.94 | 63.74 | 36.53 | 39.97 | 27.13 | 27.54 | 28.47 | 27.45 | 25.80 | 27.05 | 39.72 | 37.13 | 50.40 | 62.77 | 35.05 | 44.56 | 33.88 | 47.39 | 52.63 | 80.08 | 81.00 | 97.75 | 82.55 | 78.95 | 73.00 | 74.27 | 51.40 | 55.47 | 51.20 | 49.80 | 65.63 | 73.54 | 46.18 | 63.38 | 84.32 | 58.37 | 47.50 | 37.35 |
| Draw Down(%) | NA | 47.10 | 47.10 | 56.39 | 56.39 | NA | NA | 87.91 | 33.42 | 37.67 | 18.88 | 56.39 | 18.14 | 44.99 | 17.01 | 45.04 | 17.44 | 19.15 | 26.14 | 14.15 | 10.34 | 30.31 | 40.30 | 22.16 | 22.90 | 65.94 | 28.46 | 29.52 | 19.79 | 44.07 | 19.51 | 77.50 | 52.24 | 75.37 | 29.32 | 72.24 | 61.36 | 60.10 | 36.24 | 38.73 | 29.17 | 28.10 | 28.12 | 66.20 | 48.05 | 42.86 | 67.01 | 70.64 | 45.26 | 36.84 |
| Yield(%) | 0.00 | 0.28 | 1.51 | 1.83 | 5.29 | 7.80 | 7.66 | 48.85 | 0.64 | 0.87 | 1.80 | 0.89 | 1.17 | 1.64 | 3.25 | 2.01 | 1.72 | 1.74 | 1.36 | 1.00 | 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 | 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 07/01/2025, AR inception is 05/04/1984
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRCX (Lam Research Corporation) |
-44.89%
Sep 1995 - Sep 1998 |
-21.71%
Sep 1993 - Sep 1998 |
-4.19%
Feb 2000 - Feb 2010 |
3.07%
Mar 2000 - Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LRCX (Lam Research Corporation) |
141.41%
Sep 1990 - Sep 1993 |
93.40%
Oct 1990 - Oct 1995 |
43.11%
Feb 1990 - Feb 2000 |
30.68%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart