Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PEN (Penumbra, Inc.) | 3.13% | 25.57% | -0.12% | 3.52% | 18.53% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/18/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PEN (Penumbra, Inc.) | 09/18/2015 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 25.57 | -0.12 | 3.52 | 18.53 | NA | NA | … | … | 3.13 | 33.47 | -4.65 | 13.07 | -22.57 | 64.18 | 6.53 | 34.43 | 29.86 | 47.49 | 18.57 | 30.29 | -96.79 |
| Sharpe Ratio | NA | 0.52 | -0.05 | 0.06 | 0.43 | NA | NA | … | … | 0.14 | 0.80 | -0.29 | 0.23 | -0.43 | 1.80 | 0.12 | 0.28 | 0.19 | 0.84 | -0.39 | 2.29 | -0.07 |
| Standard Deviation(%) | NA | 32.85 | 37.88 | 40.77 | 41.37 | NA | NA | … | … | 24.32 | 38.81 | 38.86 | 37.96 | 55.56 | 35.67 | 52.87 | 39.25 | 43.24 | 33.64 | 39.81 | 59.44 | 1,784.46 |
| Draw Down(%) | NA | 21.44 | 52.44 | 60.14 | 62.64 | NA | NA | … | … | 11.44 | 25.75 | 40.09 | 47.27 | 59.60 | 24.36 | 35.86 | 28.12 | 31.65 | 19.12 | 26.12 | 13.42 | 97.86 |
| 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 |
Data as of 06/04/2026, Common starting date is 09/18/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEN (Penumbra, Inc.) |
-14.38%
Jul 2021 – Jul 2024 |
-2.72%
Oct 2020 – Oct 2025 |
19.17%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PEN (Penumbra, Inc.) |
54.29%
Oct 2015 – Oct 2018 |
47.78%
Oct 2015 – Oct 2020 |
23.67%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart