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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MSFT (Microsoft Corporation) 15.75% 9.39% 24.40% 20.23% 28.43% 24.06% 18.05% 23.38%
Data as of 06/23/2025, AR inception is 03/13/1986
More Performance Analytics Comparison
Name Start Date End Date
MSFT (Microsoft Corporation) 03/13/1986 06/23/2025
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 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986
Annualized Return (%) 1.43 9.39 24.40 20.23 28.43 24.06 18.05 23.38 15.75 12.93 58.19 -28.02 52.48 42.53 57.56 20.80 40.73 15.08 22.69 27.56 44.30 5.80 -4.52 -6.52 60.47 -44.39 20.84 15.84 -0.94 9.13 6.82 -21.96 52.74 -62.85 68.36 114.60 56.43 88.32 43.56 51.63 -5.56 -23.26 47.84 72.99 63.38 -1.84 124.87 72.32
Sharpe Ratio NA 0.18 0.84 0.69 0.98 NA NA 0.60 0.96 0.32 2.18 -0.84 2.50 0.96 2.83 0.69 2.74 0.65 0.81 1.45 1.76 0.28 -0.19 -0.30 1.62 -0.94 0.79 0.60 -0.22 0.48 0.21 -0.54 1.17 -1.18 1.72 2.95 1.57 2.88 1.13 1.78 -0.25 -0.49 0.81 1.75 1.49 -0.19 1.69 2.39
Standard Deviation(%) NA 25.35 26.47 26.92 27.18 NA NA 34.61 29.91 20.07 24.96 35.32 21.02 43.99 19.82 28.24 14.73 22.71 28.03 18.99 25.14 20.70 23.47 21.98 37.23 48.01 22.72 21.06 14.34 17.06 29.12 42.72 43.89 56.72 37.82 37.77 33.52 29.13 35.14 27.29 30.30 52.20 53.87 38.47 38.78 34.25 71.24 38.64
Draw Down(%) NA 23.73 26.84 37.15 37.15 NA NA 69.39 20.56 15.49 12.99 35.88 8.77 28.04 7.90 18.23 6.00 13.62 16.60 10.06 13.51 18.00 16.85 26.37 26.52 49.85 14.09 23.03 12.20 16.15 19.70 38.69 32.53 64.45 19.68 22.68 20.44 11.50 23.74 12.39 26.23 49.24 45.71 34.70 27.06 33.93 50.32 22.86
Yield(%) 0.00 0.72 1.14 1.33 4.75 6.94 5.63 846.07 0.40 0.83 1.16 0.76 1.06 1.30 1.87 2.00 2.54 2.68 2.76 3.09 3.51 3.10 2.43 1.78 2.56 1.31 1.37 1.38 1.20 11.51 0.89 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 06/23/2025, AR inception is 03/13/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSFT (Microsoft Corporation) -23.78%
Dec 1999 - Dec 2002 		-12.44%
Mar 2000 - Mar 2005 		-7.33%
Jan 1999 - Jan 2009 		0.49%
Mar 2000 - Mar 2015
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MSFT (Microsoft Corporation) 96.33%
Jan 1996 - Jan 1999 		76.07%
Mar 1994 - Mar 1999 		49.96%
Mar 1989 - Mar 1999 		39.78%
Jun 1986 - Jun 2001
Annualized Rolling Returns Comparison Chart