Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
MXL (MaxLinear, Inc.) 364.26% 568.21% 42.99% 16.50% 14.60% 15.65% NA
Data as of 06/05/2026, Common starting date is 03/25/2010
More Performance Analytics Comparison
Name Start Date End Date
MXL (MaxLinear, Inc.) 03/25/2010 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
Annualized Return (%) -12.92 568.21 42.99 16.50 14.60 15.65 NA 364.26 -10.36 -13.76 -29.99 -54.97 97.41 79.97 21.76 -33.38 21.19 48.00 98.79 -28.95 107.77 5.68 -55.86 -40.35
Sharpe Ratio NA 6.07 0.47 0.18 0.20 NA NA 28.01 -0.18 -0.26 -0.57 -0.87 1.80 1.01 0.51 -0.79 0.63 0.91 2.08 -0.61 2.72 0.11 -0.88 -0.97
Standard Deviation(%) NA 93.17 84.12 74.59 64.55 NA NA 124.70 75.64 79.19 60.87 64.77 54.17 78.82 40.46 44.18 32.56 51.99 47.55 47.41 39.62 49.61 63.72 50.55
Draw Down(%) NA 26.81 73.61 88.13 88.13 NA NA 21.24 63.28 56.26 66.79 61.00 26.91 62.45 34.53 45.04 35.79 22.63 30.53 43.66 12.19 36.33 67.19 47.86
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
Data as of 06/05/2026, Common starting date is 03/25/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXL (MaxLinear, Inc.) -42.91%
Mar 2022 – Mar 2025
-15.21%
Feb 2021 – Feb 2026
-1.16%
Nov 2015 – Nov 2025
-3.44%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
MXL (MaxLinear, Inc.) 62.41%
Dec 2018 – Dec 2021
47.38%
May 2012 – May 2017
31.84%
Dec 2011 – Dec 2021
16.75%
May 2011 – May 2026
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return