Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MKSI (MKS Instruments, Inc.) | 89.09% | 247.94% | 47.92% | 11.35% | 22.95% | 19.69% | 15.41% | … | … |
Data as of 06/05/2026, Common starting date is 03/30/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MKSI (MKS Instruments, Inc.) | 03/30/1999 | 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 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.90 | 247.94 | 47.92 | 11.35 | 22.95 | 19.69 | 15.41 | … | … | 89.09 | 54.37 | 2.21 | 22.62 | -50.97 | 16.37 | 37.71 | 71.92 | -30.94 | 60.48 | 67.65 | 0.23 | 24.84 | 18.79 | -5.16 | 16.22 | 40.80 | 17.65 | -22.73 | -15.23 | 26.22 | -3.56 | -36.03 | 76.51 | -39.22 | 74.39 | -57.09 | 156.89 |
| Sharpe Ratio | NA | 5.52 | 0.89 | 0.20 | 0.48 | NA | NA | … | … | 8.77 | 0.82 | -0.03 | 0.47 | -0.96 | 0.40 | 0.61 | 1.75 | -0.76 | 1.99 | 2.54 | 0.01 | 1.17 | 0.82 | -0.20 | 0.37 | 0.98 | 0.35 | -0.42 | -0.51 | 0.70 | -0.17 | -0.71 | 1.34 | -0.55 | 0.97 | -0.60 | 3.50 |
| Standard Deviation(%) | NA | 50.54 | 51.81 | 49.90 | 47.00 | NA | NA | … | … | 52.88 | 62.81 | 46.42 | 40.79 | 54.87 | 41.30 | 61.02 | 40.22 | 42.39 | 30.18 | 26.53 | 21.55 | 21.27 | 22.76 | 25.99 | 44.16 | 41.55 | 49.93 | 55.58 | 36.15 | 32.58 | 34.03 | 52.43 | 56.57 | 73.98 | 75.56 | 101.52 | 68.92 |
| Draw Down(%) | NA | 20.06 | 59.11 | 67.82 | 69.20 | NA | NA | … | … | 20.06 | 51.99 | 31.69 | 41.77 | 63.79 | 28.59 | 41.24 | 30.06 | 54.18 | 23.04 | 11.27 | 18.49 | 13.17 | 13.81 | 28.30 | 39.22 | 31.67 | 28.35 | 51.13 | 38.97 | 26.46 | 24.54 | 57.47 | 40.65 | 77.00 | 49.70 | 76.22 | 25.74 |
| Yield(%) | 0.08 | 1.08 | 0.94 | 0.49 | 2.05 | 3.18 | 2.87 | … | … | 0.30 | 0.83 | 0.88 | 1.04 | 0.50 | 0.57 | 0.72 | 1.21 | 1.00 | 1.18 | 1.91 | 1.86 | 2.19 | 2.38 | 2.21 | 2.39 | 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 03/30/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKSI (MKS Instruments, Inc.) |
-37.21%
Mar 2000 – Mar 2003 |
-20.66%
Mar 2000 – Mar 2005 |
-9.04%
Mar 2000 – Mar 2010 |
-2.02%
Mar 2000 – Mar 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MKSI (MKS Instruments, Inc.) |
52.72%
Mar 2015 – Mar 2018 |
39.35%
Feb 2016 – Feb 2021 |
24.04%
Apr 2016 – Apr 2026 |
19.73%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart