Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PIPR (Piper Sandler Companies) | -7.06% | 24.78% | 36.95% | 23.06% | 25.10% | 18.62% | 9.75% | … | … |
Data as of 06/04/2026, Common starting date is 01/02/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PIPR (Piper Sandler Companies) | 01/02/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.24 | 24.78 | 36.95 | 23.06 | 25.10 | 18.62 | 9.75 | … | … | -7.06 | 15.52 | 74.24 | 37.78 | -23.41 | 85.33 | 30.98 | 23.14 | -22.22 | 18.97 | 79.45 | -30.45 | 46.86 | 23.11 | 59.02 | -42.29 | -30.82 | 27.28 | -14.16 | -28.90 | 61.26 | -15.74 | 11.51 |
| Sharpe Ratio | NA | 0.73 | 0.99 | 0.60 | 0.64 | NA | NA | … | … | -0.39 | 0.35 | 2.14 | 1.18 | -0.62 | 2.54 | 0.48 | 0.95 | -0.74 | 0.68 | 1.96 | -0.85 | 1.53 | 0.81 | 1.62 | -0.76 | -0.81 | 0.37 | -0.15 | -0.71 | 1.43 | -0.44 | 0.31 |
| Standard Deviation(%) | NA | 34.29 | 34.15 | 35.10 | 36.87 | NA | NA | … | … | 40.42 | 36.68 | 33.03 | 29.12 | 40.02 | 33.65 | 63.28 | 22.80 | 31.89 | 26.93 | 40.49 | 35.71 | 30.62 | 28.48 | 36.66 | 55.80 | 38.00 | 72.86 | 100.16 | 44.98 | 40.70 | 40.55 | 34.32 |
| Draw Down(%) | NA | 24.56 | 38.78 | 42.30 | 63.57 | NA | NA | … | … | 24.56 | 34.03 | 16.11 | 21.34 | 41.56 | 14.36 | 59.92 | 14.77 | 36.73 | 34.85 | 27.52 | 40.95 | 18.03 | 27.32 | 28.78 | 60.98 | 47.87 | 52.89 | 48.86 | 41.98 | 33.80 | 44.95 | 34.66 |
| Yield(%) | 0.25 | 2.87 | 4.23 | 4.66 | 8.53 | 7.84 | 2.92 | … | … | 1.69 | 1.90 | 2.04 | 2.71 | 3.80 | 6.85 | 2.51 | 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 01/02/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPR (Piper Sandler Companies) |
-25.44%
Sep 2008 – Sep 2011 |
-21.62%
Sep 2006 – Sep 2011 |
-5.03%
Apr 2006 – Apr 2016 |
2.22%
Mar 2004 – Mar 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PIPR (Piper Sandler Companies) |
52.24%
Sep 2022 – Sep 2025 |
42.99%
Jul 2020 – Jul 2025 |
29.01%
Jan 2016 – Jan 2026 |
19.85%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart