Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NTAP (NetApp, Inc.) | -8.77% | -16.86% | 18.82% | 22.16% | 15.39% | 8.74% | 8.18% | 17.57% |
Data as of 06/26/2025, AR inception is 11/21/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NTAP (NetApp, Inc.) | 11/21/1995 | 06/26/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.01 | -16.86 | 18.82 | 22.16 | 15.39 | 8.74 | 8.18 | 17.57 | -8.77 | 34.16 | 51.15 | -32.92 | 42.47 | 10.90 | 7.44 | 9.66 | 59.93 | 36.57 | -34.68 | 2.41 | 23.55 | -7.50 | -34.01 | 59.95 | 145.96 | -44.03 | -36.46 | 45.48 | -18.72 | 62.52 | 104.40 | -54.28 | -65.93 | 54.55 | 270.45 | 152.64 | 39.56 | 26.79 | 95.73 |
| Sharpe Ratio | NA | -0.55 | 0.52 | 0.59 | 0.38 | NA | NA | 0.28 | -0.53 | 0.88 | 1.80 | -1.02 | 1.40 | 0.20 | 0.16 | 0.24 | 2.37 | 1.09 | -1.29 | 0.10 | 1.12 | -0.21 | -0.82 | 1.56 | 3.01 | -0.75 | -0.90 | 1.31 | -0.65 | 1.36 | 1.82 | -0.56 | -0.55 | 0.40 | 3.51 | 2.17 | 0.62 | 0.37 | 559.65 |
| Standard Deviation(%) | NA | 38.71 | 32.67 | 33.04 | 34.89 | NA | NA | 56.28 | 45.87 | 31.33 | 26.30 | 33.79 | 30.40 | 52.17 | 36.84 | 35.41 | 25.18 | 33.52 | 26.94 | 23.97 | 21.03 | 35.90 | 41.29 | 38.28 | 48.49 | 60.09 | 44.00 | 32.34 | 32.32 | 45.12 | 56.99 | 98.49 | 124.83 | 125.55 | 76.16 | 68.87 | 57.93 | 63.21 | 119.75 |
| Draw Down(%) | NA | 42.61 | 42.61 | 42.61 | 58.08 | NA | NA | 96.21 | 39.36 | 15.18 | 11.98 | 37.73 | 14.66 | 45.93 | 42.01 | 37.35 | 15.34 | 19.43 | 35.44 | 26.44 | 12.79 | 43.17 | 44.49 | 15.80 | 23.66 | 61.96 | 43.27 | 28.76 | 33.73 | 31.44 | 28.24 | 79.06 | 91.11 | 66.78 | 37.60 | 42.50 | 53.13 | 45.79 | 15.33 |
| Yield(%) | 0.00 | 1.62 | 3.01 | 4.55 | 4.88 | 2.86 | 2.94 | 45.91 | 0.90 | 2.37 | 3.29 | 2.16 | 3.02 | 3.06 | 2.92 | 2.16 | 2.19 | 2.84 | 1.66 | 1.56 | 0.87 | 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 06/26/2025, AR inception is 11/21/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTAP (NetApp, Inc.) |
-51.72%
Feb 2000 - Feb 2003 |
-28.54%
Sep 2000 - Sep 2005 |
-10.83%
Feb 2000 - Feb 2010 |
-9.04%
Sep 2000 - Sep 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NTAP (NetApp, Inc.) |
244.09%
Mar 1997 - Mar 2000 |
94.59%
Jan 1996 - Jan 2001 |
35.22%
Apr 1997 - Apr 2007 |
25.91%
Jul 1996 - Jul 2011 |
Annualized Rolling Returns Comparison Chart