Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OLED (Universal Display Corporation) | -22.35% | -39.03% | -13.93% | -15.12% | 3.13% | 6.36% | 9.98% | … | … |
Data as of 06/04/2026, Common starting date is 04/12/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OLED (Universal Display Corporation) | 04/12/1996 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.20 | -39.03 | -13.93 | -15.12 | 3.13 | 6.36 | 9.98 | … | … | -22.35 | -19.07 | -22.88 | 78.64 | -33.87 | -27.89 | 11.91 | 120.73 | -45.68 | 206.97 | 3.42 | 96.18 | -19.24 | 34.11 | -30.17 | 19.71 | 147.98 | 30.79 | -54.28 | 37.71 | 42.82 | 16.78 | -34.40 | 73.89 | -13.30 | 26.61 | -57.09 | 325.40 | -14.86 | -19.12 | 27.08 |
| Sharpe Ratio | NA | -1.01 | -0.43 | -0.40 | 0.04 | NA | NA | … | … | -1.04 | -0.48 | -0.63 | 2.23 | -0.64 | -0.71 | 0.22 | 2.54 | -0.76 | 4.56 | 0.07 | 2.13 | -0.44 | 0.59 | -0.50 | 0.24 | 2.73 | 0.46 | -0.69 | 0.70 | 0.89 | 0.28 | -0.73 | 1.59 | -0.20 | 0.27 | -0.52 | 3.48 | -0.34 | -0.27 | 0.36 |
| Standard Deviation(%) | NA | 37.77 | 42.38 | 43.74 | 47.27 | NA | NA | … | … | 43.98 | 46.35 | 42.16 | 33.94 | 54.93 | 39.29 | 52.71 | 46.96 | 61.78 | 45.54 | 47.01 | 45.06 | 44.05 | 57.32 | 60.87 | 83.37 | 54.21 | 67.02 | 80.08 | 49.57 | 44.29 | 50.99 | 48.26 | 46.15 | 74.02 | 92.26 | 118.84 | 92.66 | 53.32 | 84.50 | 100.49 |
| Draw Down(%) | NA | 45.38 | 62.31 | 62.31 | 65.03 | NA | NA | … | … | 33.76 | 33.83 | 37.89 | 17.22 | 48.46 | 45.44 | 50.79 | 28.70 | 60.68 | 14.53 | 33.32 | 40.30 | 35.04 | 24.69 | 52.92 | 62.04 | 26.05 | 50.20 | 73.48 | 22.03 | 37.69 | 35.29 | 60.89 | 24.35 | 58.05 | 67.25 | 82.48 | 36.59 | 45.76 | 47.46 | 48.72 |
| Yield(%) | 0.00 | 1.23 | 1.13 | 0.66 | 1.23 | 1.52 | 3.03 | … | … | 0.41 | 1.20 | 0.86 | 1.31 | 0.70 | 0.35 | 0.28 | 0.44 | 0.14 | 0.21 | 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 04/12/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLED (Universal Display Corporation) |
-33.20%
Jun 2000 – Jun 2003 |
-22.42%
Mar 2000 – Mar 2005 |
-7.21%
Mar 2000 – Mar 2010 |
2.65%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OLED (Universal Display Corporation) |
93.07%
Jun 1997 – Jun 2000 |
49.97%
Nov 2012 – Nov 2017 |
37.88%
Feb 2009 – Feb 2019 |
25.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart