Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MPWR (Monolithic Power Systems, Inc.) | 82.70% | 139.68% | 51.41% | 37.63% | 38.57% | 37.60% | 27.65% | … | … |
Data as of 06/04/2026, Common starting date is 11/19/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MPWR (Monolithic Power Systems, Inc.) | 11/19/2004 | 06/04/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | 139.68 | 51.41 | 37.63 | 38.57 | 37.60 | 27.65 | … | … | 82.70 | 54.45 | -5.55 | 79.78 | -27.78 | 35.48 | 107.46 | 54.79 | 4.49 | 38.22 | 30.04 | 29.98 | 44.94 | 55.57 | 54.72 | -8.78 | -31.08 | 90.09 | -41.27 | 93.25 | -25.88 | 61.18 | -5.49 |
| Sharpe Ratio | NA | 2.81 | 0.80 | 0.64 | 0.77 | NA | NA | … | … | 5.46 | 0.89 | -0.17 | 1.61 | -0.48 | 0.89 | 1.72 | 1.64 | 0.09 | 1.63 | 1.13 | 1.13 | 1.44 | 1.86 | 1.52 | -0.19 | -0.81 | 1.67 | -0.60 | 2.05 | -0.54 | 0.83 | -1.02 |
| Standard Deviation(%) | NA | 45.93 | 52.91 | 52.95 | 46.94 | NA | NA | … | … | 51.44 | 58.12 | 54.60 | 47.72 | 61.22 | 40.01 | 61.92 | 32.57 | 35.41 | 23.13 | 26.42 | 26.53 | 31.09 | 29.84 | 36.24 | 45.31 | 38.52 | 53.96 | 70.74 | 44.30 | 54.22 | 71.33 | 40.58 |
| Draw Down(%) | NA | 22.45 | 51.65 | 51.65 | 51.65 | NA | NA | … | … | 18.64 | 36.63 | 40.79 | 31.95 | 42.29 | 25.08 | 29.36 | 26.08 | 31.02 | 12.93 | 11.77 | 18.70 | 27.61 | 17.72 | 20.62 | 44.10 | 39.42 | 23.32 | 72.27 | 29.34 | 58.50 | 36.99 | 16.52 |
| Yield(%) | 0.00 | 0.96 | 1.11 | 1.27 | 4.19 | 12.96 | 10.69 | … | … | 0.21 | 1.05 | 0.83 | 1.17 | 0.61 | 0.66 | 1.11 | 1.39 | 1.03 | 0.96 | 1.31 | 1.65 | 1.32 | 0.00 | 6.58 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/19/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPWR (Monolithic Power Systems, Inc.) |
-19.62%
Aug 2008 – Aug 2011 |
-5.31%
Mar 2006 – Mar 2011 |
13.90%
Mar 2006 – Mar 2016 |
20.44%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MPWR (Monolithic Power Systems, Inc.) |
65.91%
Oct 2018 – Oct 2021 |
53.62%
Sep 2011 – Sep 2016 |
48.97%
Sep 2011 – Sep 2021 |
36.90%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart