Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NICE (NICE Ltd.) | -17.60% | -47.07% | -24.40% | -15.41% | 3.76% | 7.25% | 6.64% | … | … |
Data as of 06/05/2026, Common starting date is 01/25/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NICE (NICE Ltd.) | 01/25/1996 | 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 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | -47.07 | -24.40 | -15.41 | 3.76 | 7.25 | 6.64 | … | … | -17.60 | -33.65 | -13.06 | 3.75 | -36.66 | 7.07 | 82.75 | 43.38 | 17.73 | 33.67 | 19.96 | 13.17 | 23.66 | 22.34 | -2.82 | -1.29 | 12.44 | 38.14 | -34.53 | 11.50 | 27.82 | 53.91 | 23.43 | 214.13 | -50.55 | -18.65 | -59.21 | 127.46 | -48.51 | 133.33 | 80.00 |
| Sharpe Ratio | NA | -0.91 | -0.57 | -0.46 | 0.06 | NA | NA | … | … | -0.64 | -0.85 | -0.54 | -0.02 | -0.93 | 0.25 | 2.18 | 1.01 | -0.19 | 0.85 | -0.62 | -0.21 | 0.23 | 0.22 | -0.76 | -0.55 | -0.23 | 0.44 | -0.93 | -0.36 | 0.15 | 1.10 | 0.09 | 4.63 | -1.59 | -0.52 | -1.10 | 3.13 | -0.19 | 1.57 | 1.24 |
| Standard Deviation(%) | NA | 52.09 | 42.80 | 40.05 | 33.36 | NA | NA | … | … | 63.70 | 43.53 | 36.88 | 31.81 | 41.17 | 28.32 | 37.57 | 19.93 | 20.63 | 17.05 | 22.88 | 25.28 | 22.16 | 17.65 | 28.43 | 35.98 | 27.13 | 44.15 | 58.22 | 29.76 | 37.75 | 29.95 | 43.99 | 42.12 | 44.25 | 77.76 | 115.89 | 48.77 | 78.16 | 54.94 | 68.47 |
| Draw Down(%) | NA | 51.56 | 66.98 | 72.58 | 72.58 | NA | NA | … | … | 32.58 | 44.20 | 40.76 | 34.00 | 44.99 | 24.40 | 35.23 | 8.23 | 13.35 | 8.29 | 12.51 | 22.06 | 17.47 | 11.23 | 23.56 | 28.27 | 24.65 | 22.74 | 50.40 | 26.39 | 21.50 | 15.27 | 40.16 | 15.55 | 60.68 | 68.02 | 82.32 | 27.59 | 75.38 | 36.52 | 41.67 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.07 | 0.53 | 0.50 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.23 | 1.41 | 1.28 | 1.59 | 1.37 | 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 01/25/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICE (NICE Ltd.) |
-51.45%
Feb 2000 – Feb 2003 |
-31.65%
Sep 1997 – Sep 2002 |
-4.06%
Jun 2000 – Jun 2010 |
1.12%
Sep 1997 – Sep 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NICE (NICE Ltd.) |
81.56%
Jan 2003 – Jan 2006 |
57.84%
Oct 2002 – Oct 2007 |
25.73%
Sep 2011 – Sep 2021 |
23.61%
Dec 2002 – Dec 2017 |
Annualized Rolling Returns Comparison Chart