Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEGA (Pegasystems Inc.) | -40.58% | -29.95% | 13.64% | -9.78% | 10.06% | 9.93% | 16.68% | … | … |
Data as of 06/04/2026, Common starting date is 07/19/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEGA (Pegasystems Inc.) | 07/19/1996 | 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 (%) | 4.73 | -29.95 | 13.64 | -9.78 | 10.06 | 9.93 | 16.68 | … | … | -40.58 | 28.39 | 91.01 | 43.07 | -69.29 | -16.01 | 67.51 | 66.81 | 1.66 | 31.28 | 31.46 | 33.06 | -15.10 | 117.82 | -22.53 | -19.46 | 8.12 | 176.32 | 4.68 | 22.60 | 36.52 | -14.30 | -1.27 | 69.08 | 17.47 | 88.11 | -79.44 | 170.68 | -79.41 | -32.99 | 143.43 |
| Sharpe Ratio | NA | -0.59 | 0.24 | -0.23 | 0.21 | NA | NA | … | … | -1.29 | 0.47 | 1.87 | 0.92 | -1.12 | -0.50 | 1.36 | 2.60 | 0.01 | 1.02 | 0.97 | 1.03 | -0.40 | 3.43 | -0.47 | -0.36 | 0.15 | 3.00 | 0.07 | 0.46 | 1.11 | -0.53 | -0.05 | 0.99 | 0.19 | 0.74 | -0.68 | 1.64 | -0.73 | -0.40 | 6.53 |
| Standard Deviation(%) | NA | 48.31 | 49.72 | 50.64 | 43.51 | NA | NA | … | … | 57.20 | 54.25 | 46.73 | 43.04 | 63.03 | 32.17 | 49.25 | 25.10 | 31.86 | 30.22 | 32.32 | 32.20 | 38.01 | 34.36 | 48.20 | 54.20 | 51.79 | 58.83 | 53.70 | 42.52 | 30.02 | 31.08 | 44.05 | 69.36 | 88.06 | 117.75 | 123.63 | 102.21 | 113.55 | 91.49 | 93.54 |
| Draw Down(%) | NA | 50.84 | 50.84 | 78.59 | 79.21 | NA | NA | … | … | 46.20 | 44.38 | 17.78 | 33.21 | 72.74 | 30.94 | 40.08 | 14.41 | 33.81 | 26.79 | 25.02 | 14.73 | 35.39 | 14.79 | 50.54 | 42.48 | 46.83 | 20.56 | 32.71 | 19.38 | 24.61 | 41.97 | 49.15 | 47.19 | 58.16 | 67.53 | 92.15 | 46.67 | 86.25 | 61.34 | 21.36 |
| Yield(%) | 0.00 | 0.12 | 0.25 | 0.10 | 0.43 | 0.61 | 2.78 | … | … | 0.11 | 0.13 | 0.19 | 0.35 | 0.11 | 0.09 | 0.15 | 0.25 | 0.25 | 0.33 | 0.44 | 0.59 | 0.43 | 0.77 | 0.41 | 0.33 | 0.34 | 0.94 | 1.08 | 1.50 | 1.20 | 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 07/19/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGA (Pegasystems Inc.) |
-51.43%
Dec 1997 – Dec 2000 |
-37.91%
Sep 1996 – Sep 2001 |
-12.96%
Jan 1997 – Jan 2007 |
-1.58%
Jan 1997 – Jan 2012 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEGA (Pegasystems Inc.) |
65.05%
Jul 2006 – Jul 2009 |
49.83%
Jun 2006 – Jun 2011 |
32.39%
Dec 2000 – Dec 2010 |
29.20%
Jun 2006 – Jun 2021 |
Annualized Rolling Returns Comparison Chart