Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ONTO (Onto Innovation Inc.) | 74.05% | 185.97% | 36.92% | 30.73% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ONTO (Onto Innovation Inc.) | 10/28/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.16 | 185.97 | 36.92 | 30.73 | NA | NA | NA | … | … | 74.05 | -3.67 | 11.62 | 124.56 | -32.74 | 112.89 | 30.13 | 3.42 | 9.67 | -0.56 | 65.52 | -9.99 | -11.71 | 32.11 | -21.72 | 43.57 | 13.24 | 893.86 | -88.44 | 24.65 | -28.09 | -31.76 | 9.59 | 251.07 | -78.40 | 40.48 | -30.08 |
| Sharpe Ratio | NA | 3.09 | 0.50 | 0.48 | -0.30 | NA | NA | … | … | 3.78 | -0.09 | 0.09 | 2.95 | -0.59 | 2.46 | 0.47 | -0.36 | -0.25 | -0.60 | 0.85 | -0.76 | -0.90 | 0.46 | -1.23 | 0.43 | -0.08 | 8.81 | -1.21 | 0.06 | -1.12 | -1.35 | -0.15 | 2.72 | -1.13 | 0.19 | -0.36 |
| Standard Deviation(%) | NA | 54.68 | 59.74 | 55.68 | 43.00 | NA | NA | … | … | 61.00 | 72.37 | 54.29 | 41.23 | 57.91 | 45.96 | 63.38 | 33.98 | 47.13 | 33.38 | 36.65 | 37.74 | 33.69 | 29.60 | 32.92 | 57.95 | 68.20 | 99.39 | 88.92 | 46.86 | 45.17 | 39.10 | 67.11 | 85.16 | 87.10 | 103.28 | 148.52 |
| Draw Down(%) | NA | 20.24 | 62.82 | 62.82 | 54.95 | NA | NA | … | … | 20.24 | 60.58 | 33.44 | 22.29 | 44.28 | 20.65 | 49.80 | 10.07 | 44.66 | 25.53 | 16.58 | 34.84 | 31.39 | 16.71 | 39.07 | 34.01 | 35.26 | 34.15 | 91.44 | 32.93 | 49.62 | 38.65 | 66.28 | 45.49 | 91.43 | 55.72 | 78.81 |
| 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 | 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 10/28/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONTO (Onto Innovation Inc.) |
4.41%
Jul 2022 – Jul 2025 |
20.16%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ONTO (Onto Innovation Inc.) |
64.47%
Aug 2020 – Aug 2023 |
40.10%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart