Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NATI (National Instruments Corporation) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 11/06/2023, Common starting date is 03/14/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NATI (National Instruments Corporation) | 03/14/1995 | 11/06/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | NA | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -10.31 | 2.59 | 6.69 | -5.08 | 11.23 | 38.13 | 10.58 | -5.33 | -0.95 | 27.01 | 1.62 | 5.34 | 32.52 | 26.61 | -24.27 | 25.42 | -13.49 | 19.71 | -8.57 | 41.78 | -13.27 | -22.86 | 26.96 | 68.13 | 17.67 | 35.94 | 58.02 | 1.25 |
| Sharpe Ratio | NA | 2.12 | 0.72 | 0.25 | 0.31 | NA | NA | … | … | 3.45 | -0.33 | 0.10 | 0.12 | -0.27 | 0.27 | 2.33 | 0.51 | -0.26 | -0.04 | 1.05 | 0.07 | 0.13 | 1.40 | 0.88 | -0.56 | 0.99 | -0.62 | 0.61 | -0.27 | 1.26 | -0.30 | -0.41 | 0.31 | 1.27 | 0.24 | 0.81 | 1.23 | -0.05 |
| Standard Deviation(%) | NA | 28.05 | 29.78 | 36.10 | 30.26 | NA | NA | … | … | 25.83 | 35.33 | 26.72 | 54.84 | 24.07 | 36.48 | 16.14 | 20.13 | 20.98 | 22.30 | 25.67 | 23.25 | 40.54 | 23.25 | 30.29 | 44.66 | 22.66 | 27.39 | 28.83 | 34.91 | 32.74 | 48.35 | 62.11 | 74.45 | 51.08 | 60.28 | 40.03 | 43.85 | 42.54 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 26.80 | 17.36 | 53.75 | 19.63 | 26.01 | 10.17 | 13.64 | 16.58 | 18.86 | 18.50 | 16.77 | 33.55 | 21.31 | 33.21 | 41.31 | 12.38 | 32.02 | 27.99 | 28.44 | 20.67 | 53.07 | 54.80 | 41.85 | 24.55 | 47.77 | 28.39 | 17.28 | 18.18 |
| Yield(%) | NA | 2.20 | 3.23 | 2.14 | 2.89 | 5.39 | 3.65 | … | … | 2.27 | 2.58 | 2.51 | 2.44 | 2.20 | 2.17 | 2.72 | 2.83 | 2.44 | 1.94 | 2.65 | 2.12 | 2.07 | 3.93 | 4.52 | 2.99 | 2.79 | 1.64 | 1.68 | 1.68 | 1.52 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 11/06/2023, Common starting date is 03/14/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATI (National Instruments Corporation) |
-16.66%
Feb 2006 – Feb 2009 |
-10.88%
Feb 2004 – Feb 2009 |
3.84%
May 1999 – May 2009 |
8.13%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NATI (National Instruments Corporation) |
56.25%
Feb 2009 – Feb 2012 |
34.15%
Feb 2009 – Feb 2014 |
22.94%
Feb 2009 – Feb 2019 |
20.07%
Feb 1996 – Feb 2011 |
Annualized Rolling Returns Comparison Chart