Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PANW (Palo Alto Networks, Inc.) | 51.75% | 43.80% | 34.62% | 35.60% | 28.97% | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/20/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PANW (Palo Alto Networks, Inc.) | 07/20/2012 | 06/11/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 43.80 | 34.62 | 35.60 | 28.97 | NA | NA | … | … | 51.75 | 3.57 | 23.41 | 111.32 | -24.81 | 56.66 | 53.68 | 22.78 | 29.95 | 15.91 | -29.01 | 43.71 | 113.28 | 7.38 | 0.73 |
| Sharpe Ratio | NA | 0.92 | 0.73 | 0.78 | 0.67 | NA | NA | … | … | 3.05 | 0.02 | 0.36 | 2.87 | -0.54 | 1.67 | 1.20 | 0.73 | 0.94 | 0.39 | -0.66 | 1.37 | 2.55 | 0.20 | 0.03 |
| Standard Deviation(%) | NA | 38.59 | 42.02 | 42.06 | 39.12 | NA | NA | … | … | 47.86 | 35.03 | 46.89 | 37.75 | 48.29 | 33.86 | 44.36 | 29.31 | 30.45 | 39.61 | 44.03 | 31.92 | 44.34 | 36.84 | 48.04 |
| Draw Down(%) | NA | 36.01 | 36.01 | 36.01 | 47.98 | NA | NA | … | … | 26.94 | 26.81 | 30.49 | 19.51 | 34.50 | 20.17 | 46.80 | 23.28 | 30.81 | 31.16 | 34.32 | 21.81 | 26.70 | 35.29 | 31.96 |
| 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 |
Data as of 06/11/2026, Common starting date is 07/20/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PANW (Palo Alto Networks, Inc.) |
-2.63%
Nov 2015 – Nov 2018 |
2.34%
Mar 2015 – Mar 2020 |
18.81%
Jul 2015 – Jul 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PANW (Palo Alto Networks, Inc.) |
54.03%
Mar 2020 – Mar 2023 |
44.24%
Mar 2020 – Mar 2025 |
33.65%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart