Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LTRX (Lantronix, Inc.) | -30.34% | -20.50% | -18.90% | -5.00% | 5.69% | -2.27% | -4.91% | -11.07% |
Data as of 06/30/2025, AR inception is 08/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRX (Lantronix, Inc.) | 08/04/2000 | 06/30/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 16.19 | -20.50 | -18.90 | -5.00 | 5.69 | -2.27 | -4.91 | -11.07 | -30.34 | -30.03 | 35.65 | -44.83 | 76.35 | 25.07 | 20.75 | 45.54 | 18.82 | 50.44 | -40.21 | 21.15 | -21.21 | -20.48 | -32.70 | 14.20 | -3.57 | -26.32 | -53.66 | -0.61 | 63.37 | -13.68 | 67.14 | -88.92 | -0.86 | -20.31 |
| Sharpe Ratio | NA | -0.26 | -0.30 | -0.08 | 0.07 | NA | NA | -0.16 | -0.68 | -0.50 | 0.52 | -0.68 | 1.34 | 0.36 | -0.04 | 0.35 | -0.01 | 0.22 | -1.03 | 0.04 | -0.78 | -0.59 | -0.64 | -0.08 | -0.25 | -0.39 | -1.50 | -0.41 | 0.69 | -0.39 | 0.59 | -0.88 | -0.28 | -0.55 |
| Standard Deviation(%) | NA | 72.25 | 69.37 | 64.45 | 66.79 | NA | NA | 75.33 | 74.31 | 73.59 | 60.46 | 68.10 | 57.17 | 68.81 | 59.42 | 67.70 | 68.40 | 74.39 | 56.82 | 70.19 | 50.83 | 66.19 | 80.41 | 56.63 | 88.15 | 118.14 | 50.66 | 55.75 | 61.11 | 86.28 | 81.34 | 123.84 | 81.07 | 130.09 |
| Draw Down(%) | NA | 56.15 | 74.94 | 80.34 | 80.34 | NA | NA | 98.71 | 56.15 | 63.35 | 37.23 | 54.66 | 33.30 | 62.30 | 35.52 | 58.92 | 53.61 | 32.52 | 50.67 | 38.03 | 43.40 | 50.63 | 71.67 | 39.38 | 47.83 | 68.00 | 60.00 | 53.43 | 35.68 | 59.33 | 54.63 | 94.81 | 52.91 | 56.40 |
| 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 | 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 06/30/2025, AR inception is 08/04/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRX (Lantronix, Inc.) |
-54.24%
Sep 2000 - Sep 2003 |
-32.83%
Oct 2006 - Oct 2011 |
-28.38%
Oct 2001 - Oct 2011 |
-24.19%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LTRX (Lantronix, Inc.) |
67.40%
Apr 2003 - Apr 2006 |
44.31%
Oct 2016 - Oct 2021 |
21.62%
Oct 2011 - Oct 2021 |
3.84%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart