Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLT (Plantronics Inc) | NA | 52.86% | -24.71% | -8.14% | -0.98% | 3.91% | 2.42% | 10.28% |
Data as of 07/23/2021, AR inception is 01/20/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLT (Plantronics Inc) | 01/20/1994 | 07/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 | 1995 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.08 | 52.86 | -24.71 | -8.14 | -0.98 | 3.91 | 2.42 | 10.28 | 9.88 | -0.06 | -17.40 | -34.30 | -8.00 | 15.48 | -10.56 | 14.14 | 25.98 | 3.45 | -4.25 | 43.26 | 96.82 | -49.23 | 22.64 | -25.09 | -31.76 | 27.01 | 115.80 | -40.99 | -45.45 | 97.03 | -16.79 | 115.00 | 77.78 | 24.57 | 20.42 | 100.00 |
| Sharpe Ratio | NA | 0.71 | -0.30 | -0.13 | -0.03 | NA | NA | 0.17 | 0.25 | 0.00 | -0.60 | -1.59 | -0.91 | -0.43 | -1.26 | -0.21 | 0.29 | -0.52 | -0.61 | 0.69 | 1.39 | -1.09 | 0.02 | -0.85 | -1.52 | 0.19 | 2.83 | -0.98 | -0.83 | 0.45 | 0.19 | 4.40 | 1.14 | 1.47 | -1.43 | 3.23 |
| Standard Deviation(%) | NA | 74.76 | 85.81 | 68.86 | 53.61 | NA | NA | 49.25 | 73.29 | 117.19 | 67.63 | 35.07 | 30.07 | 42.83 | 23.11 | 21.14 | 25.83 | 29.41 | 37.47 | 35.67 | 56.47 | 62.67 | 40.80 | 55.75 | 34.63 | 38.90 | 34.09 | 62.23 | 81.66 | 63.46 | 43.31 | 33.70 | 27.03 | 17.98 | 29.16 | 34.60 |
| Draw Down(%) | NA | 48.93 | 91.95 | 92.96 | 92.96 | NA | NA | 92.96 | 39.91 | 82.93 | 56.97 | 62.00 | 28.03 | 31.36 | 18.37 | 15.16 | 15.07 | 29.04 | 29.38 | 21.60 | 44.24 | 62.05 | 31.76 | 61.60 | 35.05 | 24.04 | 21.60 | 51.15 | 70.09 | 33.45 | 48.70 | 29.14 | 18.09 | 12.79 | 21.67 | 14.60 |
| Yield(%) | 0.00 | 0.00 | 0.49 | 0.94 | 1.24 | 1.90 | 1.37 | 8.81 | 0.00 | 0.54 | 1.81 | 1.15 | 1.10 | 1.31 | 1.14 | 1.21 | 1.06 | 0.98 | 0.53 | 0.75 | 1.49 | 0.79 | 0.94 | 0.68 | 0.49 | 0.30 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 07/23/2021, AR inception is 01/20/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLT (Plantronics Inc) |
-42.01%
Mar 2017 - Mar 2020 |
-27.22%
Mar 2015 - Mar 2020 |
-9.67%
Mar 2010 - Mar 2020 |
-7.49%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLT (Plantronics Inc) |
71.20%
Jul 1997 - Jul 2000 |
57.03%
Jan 1996 - Jan 2001 |
31.23%
May 1994 - May 2004 |
14.56%
Apr 1995 - Apr 2010 |
Annualized Rolling Returns Comparison Chart