Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LTRX (Lantronix, Inc.) | 11.95% | 182.76% | 15.57% | 3.03% | 20.58% | 4.60% | -3.50% | … | … |
Data as of 06/05/2026, Common starting date is 08/04/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LTRX (Lantronix, Inc.) | 08/04/2000 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -13.11 | 182.76 | 15.57 | 3.03 | 20.58 | 4.60 | -3.50 | … | … | 11.95 | 40.78 | -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 | 2.35 | 0.17 | 0.01 | 0.27 | NA | NA | … | … | 0.34 | 0.52 | -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 | 76.58 | 72.30 | 69.06 | 67.05 | NA | NA | … | … | 80.13 | 74.87 | 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 | 30.00 | 71.72 | 80.34 | 80.34 | NA | NA | … | … | 30.00 | 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 | 39.37 | 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 06/05/2026, Common starting date 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 |
21.83%
Feb 2016 – Feb 2026 |
5.57%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart