Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NOW (ServiceNow, Inc.) | -22.08% | -41.07% | 2.34% | 5.32% | 23.04% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/02/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NOW (ServiceNow, Inc.) | 07/02/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.78 | -41.07 | 2.34 | 5.32 | 23.04 | NA | NA | … | … | -22.08 | -27.42 | 50.05 | 81.96 | -40.18 | 17.93 | 94.97 | 58.56 | 36.55 | 75.40 | -14.12 | 27.58 | 21.14 | 86.51 | 21.24 |
| Sharpe Ratio | NA | -0.86 | 0.04 | 0.07 | 0.56 | NA | NA | … | … | -0.64 | -0.76 | 1.37 | 2.51 | -0.75 | 0.50 | 1.89 | 1.62 | 0.92 | 3.10 | -0.32 | 0.86 | 0.47 | 2.01 | 0.89 |
| Standard Deviation(%) | NA | 48.27 | 40.74 | 43.00 | 40.58 | NA | NA | … | … | 66.43 | 40.41 | 33.95 | 31.58 | 55.64 | 35.66 | 49.74 | 35.30 | 38.46 | 24.23 | 44.17 | 32.01 | 44.90 | 42.93 | 54.04 |
| Draw Down(%) | NA | 60.28 | 64.54 | 64.54 | 64.54 | NA | NA | … | … | 45.82 | 38.34 | 20.87 | 15.54 | 47.35 | 23.56 | 30.23 | 27.22 | 23.36 | 11.44 | 45.54 | 17.91 | 34.44 | 17.24 | 28.88 |
| 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 |
Data as of 06/04/2026, Common starting date is 07/02/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOW (ServiceNow, Inc.) |
-1.31%
Apr 2023 – Apr 2026 |
-2.70%
Apr 2021 – Apr 2026 |
19.97%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NOW (ServiceNow, Inc.) |
63.29%
Feb 2016 – Feb 2019 |
57.53%
Feb 2016 – Feb 2021 |
32.29%
Jan 2013 – Jan 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart