Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OTEX (Open Text Corporation) | -28.27% | -15.57% | -15.91% | -11.45% | -0.46% | 4.51% | 11.26% | … | … |
Data as of 06/05/2026, Common starting date is 01/24/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OTEX (Open Text Corporation) | 01/24/1996 | 06/05/2026 |
| 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 (%) | -3.02 | -15.57 | -15.91 | -11.45 | -0.46 | 4.51 | 11.26 | … | … | -28.27 | 19.25 | -30.41 | 45.42 | -35.89 | 6.28 | 4.88 | 37.49 | -7.10 | 17.25 | 30.95 | -15.68 | 28.31 | 66.57 | 9.29 | 11.03 | 13.31 | 34.92 | -4.20 | 54.93 | 43.87 | -29.63 | 4.59 | 67.06 | -22.36 | 40.34 | 17.01 | -25.96 | 81.78 | 94.55 | -68.75 |
| Sharpe Ratio | NA | -0.41 | -0.55 | -0.41 | -0.05 | NA | NA | … | … | -1.29 | 0.54 | -1.07 | 1.49 | -1.07 | 0.33 | 0.12 | 1.89 | -0.35 | 0.90 | 1.23 | -0.47 | 1.03 | 2.50 | 0.30 | 0.29 | 0.41 | 1.17 | -0.11 | 1.26 | 1.14 | -0.97 | 0.06 | 1.59 | -0.47 | 0.64 | 0.13 | -0.40 | 1.04 | 1.34 | -0.82 |
| Standard Deviation(%) | NA | 35.11 | 31.93 | 31.26 | 28.61 | NA | NA | … | … | 42.57 | 30.30 | 31.70 | 28.38 | 35.08 | 18.89 | 39.11 | 19.03 | 24.22 | 18.54 | 25.04 | 33.57 | 27.52 | 26.57 | 31.13 | 37.80 | 32.31 | 29.75 | 48.28 | 41.38 | 35.73 | 32.75 | 57.14 | 41.63 | 49.96 | 60.02 | 99.54 | 73.83 | 75.23 | 67.43 | 90.70 |
| Draw Down(%) | NA | 47.21 | 49.64 | 57.14 | 57.14 | NA | NA | … | … | 38.10 | 23.41 | 36.33 | 24.75 | 45.81 | 16.55 | 38.62 | 14.82 | 20.51 | 10.73 | 12.50 | 39.23 | 12.14 | 11.33 | 28.02 | 29.89 | 27.15 | 18.63 | 40.62 | 28.17 | 31.97 | 44.28 | 53.60 | 26.63 | 45.64 | 53.24 | 70.18 | 72.05 | 51.30 | 37.24 | 81.25 |
| Yield(%) | 0.00 | 3.83 | 2.25 | 1.94 | 2.60 | 3.90 | 12.75 | … | … | 0.87 | 3.81 | 2.52 | 3.28 | 1.96 | 1.86 | 1.63 | 2.09 | 1.69 | 1.66 | 1.87 | 2.02 | 1.46 | 1.57 | 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 06/05/2026, Common starting date is 01/24/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTEX (Open Text Corporation) |
-18.63%
Apr 1999 – Apr 2002 |
-11.65%
Mar 2021 – Mar 2026 |
0.14%
May 2016 – May 2026 |
4.32%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OTEX (Open Text Corporation) |
74.34%
Feb 1997 – Feb 2000 |
37.77%
Jul 2006 – Jul 2011 |
25.23%
Jul 2006 – Jul 2016 |
21.82%
Jul 1996 – Jul 2011 |
Annualized Rolling Returns Comparison Chart