Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PAYC (Paycom Software, Inc.) | -12.92% | -47.22% | -22.68% | -15.06% | 13.25% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PAYC (Paycom Software, Inc.) | 04/16/2014 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.47 | -47.22 | -22.68 | -15.06 | 13.25 | NA | NA | … | … | -12.92 | -21.70 | -0.03 | -33.06 | -25.26 | -8.19 | 70.82 | 116.22 | 52.43 | 76.59 | 20.89 | 42.92 | 68.57 |
| Sharpe Ratio | NA | -1.28 | -0.49 | -0.39 | 0.26 | NA | NA | … | … | -0.66 | -0.70 | -0.10 | -0.60 | -0.50 | -0.22 | 1.08 | 3.18 | 1.21 | 2.68 | 0.45 | 0.88 | 2.09 |
| Standard Deviation(%) | NA | 37.19 | 47.46 | 46.30 | 45.41 | NA | NA | … | … | 44.18 | 35.25 | 37.92 | 61.83 | 53.36 | 37.22 | 64.91 | 36.12 | 42.33 | 28.53 | 45.74 | 48.93 | 51.87 |
| Draw Down(%) | NA | 56.97 | 68.70 | 78.99 | 78.99 | NA | NA | … | … | 28.53 | 39.85 | 32.41 | 59.30 | 37.39 | 32.45 | 51.14 | 25.28 | 31.70 | 12.70 | 40.21 | 20.31 | 23.63 |
| Yield(%) | 0.00 | 0.57 | 0.49 | 0.30 | 1.19 | 2.08 | 1.56 | … | … | 0.49 | 0.74 | 0.73 | 0.37 | 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 04/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYC (Paycom Software, Inc.) |
-30.43%
Aug 2021 – Aug 2024 |
-19.60%
Mar 2021 – Mar 2026 |
13.00%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PAYC (Paycom Software, Inc.) |
90.20%
Jan 2017 – Jan 2020 |
79.89%
Jul 2014 – Jul 2019 |
29.41%
Jul 2014 – Jul 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart