Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NVEC (NVE Corporation) | 88.72% | 60.86% | 11.79% | 15.67% | 12.90% | 9.55% | 14.60% | … | … |
Data as of 06/04/2026, Common starting date is 05/23/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NVEC (NVE Corporation) | 05/23/1995 | 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 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 8.14 | 60.86 | 11.79 | 15.67 | 12.90 | 9.55 | 14.60 | … | … | 88.72 | -22.70 | 9.21 | 27.70 | 1.86 | 28.64 | -15.48 | -13.96 | 6.17 | 26.62 | 36.83 | -14.18 | 21.47 | 5.03 | -0.07 | -3.98 | 40.09 | 57.98 | 6.22 | -20.00 | 110.62 | -47.58 | -45.71 | 496.51 | 18.62 | 18.97 | -51.25 | -33.33 | -57.14 | -68.89 | 200.00 | 650.00 |
| Sharpe Ratio | NA | 0.85 | 0.12 | 0.27 | 0.25 | NA | NA | … | … | 5.66 | -0.56 | 0.15 | 0.55 | 0.01 | 0.84 | -0.25 | -0.54 | 0.13 | 0.83 | 1.48 | -0.37 | 0.78 | 0.30 | 0.00 | -0.10 | 1.18 | 0.92 | 0.08 | -0.38 | 1.51 | -0.77 | -0.59 | 5.46 | 0.15 | 0.11 | -0.25 | -0.16 | -0.39 | -0.66 | 0.99 | 10.37 |
| Standard Deviation(%) | NA | 46.05 | 43.54 | 40.54 | 40.45 | NA | NA | … | … | 46.07 | 46.14 | 36.64 | 44.19 | 38.40 | 34.01 | 62.72 | 28.81 | 38.25 | 31.30 | 24.78 | 38.94 | 27.43 | 16.46 | 30.01 | 38.52 | 33.89 | 63.17 | 69.00 | 61.82 | 71.22 | 64.72 | 78.84 | 90.81 | 113.74 | 151.35 | 219.24 | 222.58 | 154.49 | 109.32 | 194.84 | 256.27 |
| Draw Down(%) | NA | 26.92 | 39.11 | 40.46 | 64.68 | NA | NA | … | … | 16.25 | 36.58 | 20.25 | 32.44 | 34.06 | 18.53 | 42.49 | 38.49 | 36.67 | 14.54 | 16.37 | 40.59 | 16.15 | 17.25 | 22.09 | 22.29 | 24.41 | 41.52 | 54.12 | 45.17 | 30.96 | 62.20 | 61.36 | 35.37 | 45.83 | 46.67 | 86.67 | 80.49 | 58.26 | 76.30 | 46.88 | 42.11 |
| Yield(%) | 0.00 | 5.57 | 4.35 | 5.69 | 6.98 | 5.69 | 16.57 | … | … | 3.25 | 4.84 | 5.27 | 6.10 | 5.79 | 6.97 | 5.62 | 4.57 | 4.55 | 5.68 | 7.33 | 7.26 | 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 05/23/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVEC (NVE Corporation) |
-55.37%
Dec 1996 – Dec 1999 |
-46.11%
Sep 1996 – Sep 2001 |
-17.63%
Jun 1996 – Jun 2006 |
-6.84%
Oct 1996 – Oct 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NVEC (NVE Corporation) |
104.37%
Jan 2001 – Jan 2004 |
40.77%
May 2003 – May 2008 |
28.64%
Apr 2001 – Apr 2011 |
22.61%
May 2003 – May 2018 |
Annualized Rolling Returns Comparison Chart