Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MENT (Mentor Graphics Corp) | NA | 85.57% | 20.24% | 21.10% | 9.01% | 4.14% | 7.95% | … | … |
Data as of 03/30/2017, Common starting date is 03/02/1988
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MENT (Mentor Graphics Corp) | 03/02/1988 | 03/30/2017 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 85.57 | 20.24 | 21.10 | 9.01 | 4.14 | 7.95 | … | … | 1.13 | 102.11 | -15.14 | -8.11 | 42.69 | 25.52 | 13.00 | 35.90 | 70.79 | -52.04 | -40.21 | 74.37 | -32.37 | 5.16 | 84.99 | -66.65 | -14.10 | 108.06 | 55.15 | -12.26 | -0.64 | -46.58 | 19.67 | 10.91 | 72.62 | -43.63 | 18.44 | -25.12 | 17.71 | 3.19 |
| Sharpe Ratio | NA | 2.03 | -0.07 | -0.01 | -0.25 | NA | NA | … | … | -11.86 | 2.28 | -0.66 | -1.11 | 1.16 | 0.24 | -0.13 | 0.48 | 0.86 | -0.86 | -1.51 | 1.65 | -1.14 | -0.38 | 1.28 | -1.01 | -0.52 | 1.45 | 0.73 | -0.26 | -0.09 | -0.82 | 0.33 | 0.16 | 1.54 | -0.69 | 0.24 | -0.51 | 0.28 | -0.02 |
| Standard Deviation(%) | NA | 25.39 | 36.05 | 32.35 | 45.33 | NA | NA | … | … | 1.26 | 29.60 | 50.74 | 24.00 | 20.87 | 29.37 | 42.73 | 36.13 | 60.75 | 82.59 | 41.43 | 31.64 | 46.94 | 38.22 | 51.21 | 85.54 | 69.41 | 58.72 | 71.49 | 60.57 | 45.91 | 60.63 | 48.46 | 50.50 | 45.56 | 66.41 | 60.44 | 58.90 | 42.38 | 39.68 |
| Draw Down(%) | NA | 7.73 | 41.61 | 41.61 | 80.15 | NA | NA | … | … | 0.24 | 11.83 | 38.53 | 22.49 | 9.86 | 20.94 | 45.18 | 15.68 | 39.22 | 71.10 | 45.66 | 13.65 | 47.68 | 42.52 | 38.29 | 84.80 | 61.01 | 33.22 | 47.68 | 52.56 | 39.77 | 57.82 | 28.53 | 42.31 | 24.50 | 73.25 | 35.37 | 63.47 | 34.87 | 35.71 |
| Yield(%) | 0.00 | 1.09 | 0.98 | 1.18 | 0.54 | 0.28 | 0.52 | … | … | 0.15 | 1.21 | 1.01 | 0.84 | 1.04 | 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 | 2.18 | 1.57 | 0.44 | 0.35 | 0.68 | 0.04 |
Data as of 03/30/2017, Common starting date is 03/02/1988
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENT (Mentor Graphics Corp) |
-30.73%
Sep 1995 – Sep 1998 |
-24.27%
Mar 2004 – Mar 2009 |
-10.87%
Feb 1999 – Feb 2009 |
-8.05%
Mar 1994 – Mar 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MENT (Mentor Graphics Corp) |
50.69%
Feb 2009 – Feb 2012 |
38.06%
Mar 2009 – Mar 2014 |
12.92%
Oct 2005 – Oct 2015 |
8.48%
Sep 1998 – Sep 2013 |
Annualized Rolling Returns Comparison Chart