Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PLUS (ePlus inc.) | -7.46% | 15.28% | 17.38% | 12.18% | 13.76% | 19.42% | 17.44% | … | … |
Data as of 06/04/2026, Common starting date is 11/15/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUS (ePlus inc.) | 11/15/1996 | 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 (%) | -8.74 | 15.28 | 17.38 | 12.18 | 13.76 | 19.42 | 17.44 | … | … | -7.46 | 19.45 | -7.46 | 80.31 | -17.82 | -38.74 | 4.34 | 18.43 | -5.36 | 30.56 | 23.53 | 23.21 | 33.16 | 37.49 | 55.32 | 19.63 | 43.19 | 57.09 | 8.69 | -7.46 | -24.06 | 16.51 | -4.29 | 75.04 | -26.18 | -16.04 | -68.40 | 302.80 | -26.29 | 27.63 | 0.00 |
| Sharpe Ratio | NA | 0.41 | 0.42 | 0.26 | 0.34 | NA | NA | … | … | -0.52 | 0.46 | -0.28 | 2.34 | -0.52 | -0.49 | 0.07 | 0.39 | -0.25 | 0.87 | 0.70 | 0.57 | 1.09 | 1.13 | 1.70 | 0.47 | 1.20 | 1.92 | 0.16 | -0.23 | -0.92 | 0.34 | -0.12 | 1.95 | -0.63 | -0.23 | -0.54 | 2.98 | -0.50 | 0.48 | -0.12 |
| Standard Deviation(%) | NA | 33.58 | 36.17 | 35.62 | 37.46 | NA | NA | … | … | 32.51 | 36.01 | 39.43 | 33.06 | 37.07 | 79.26 | 55.13 | 42.97 | 26.74 | 34.63 | 33.42 | 40.52 | 30.42 | 33.11 | 32.83 | 41.32 | 35.83 | 29.74 | 48.54 | 46.27 | 29.88 | 42.32 | 42.85 | 38.17 | 43.52 | 81.79 | 133.95 | 100.46 | 59.76 | 49.81 | 31.73 |
| Draw Down(%) | NA | 20.65 | 46.13 | 46.13 | 56.46 | NA | NA | … | … | 17.11 | 33.39 | 28.03 | 26.55 | 31.52 | 61.30 | 48.40 | 29.29 | 34.75 | 23.26 | 26.01 | 18.95 | 18.26 | 26.31 | 14.20 | 25.34 | 12.62 | 11.02 | 42.17 | 39.95 | 40.09 | 34.04 | 41.11 | 29.75 | 44.00 | 61.60 | 88.70 | 24.06 | 57.94 | 25.86 | 7.89 |
| Yield(%) | 0.00 | 1.06 | 0.50 | 0.16 | 0.17 | 1.10 | 1.43 | … | … | 0.29 | 0.68 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 8.92 | 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 11/15/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUS (ePlus inc.) |
-45.64%
Feb 2000 – Feb 2003 |
-22.05%
Feb 2000 – Feb 2005 |
-9.83%
Jan 2000 – Jan 2010 |
3.27%
Jan 2000 – Jan 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUS (ePlus inc.) |
55.90%
Dec 1996 – Dec 1999 |
47.37%
Oct 2008 – Oct 2013 |
37.71%
Aug 2007 – Aug 2017 |
26.07%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart