Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| POWI (Power Integrations, Inc.) | 142.32% | 59.59% | 0.86% | 2.22% | 22.24% | 17.23% | 16.86% | … | … |
Data as of 06/04/2026, Common starting date is 12/12/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| POWI (Power Integrations, Inc.) | 12/12/1997 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.54 | 59.59 | 0.86 | 2.22 | 22.24 | 17.23 | 16.86 | … | … | 142.32 | -41.33 | -23.97 | 15.56 | -22.09 | 14.12 | 233.54 | 63.64 | -16.32 | 9.27 | 40.87 | -5.07 | -6.56 | 67.22 | 1.92 | -16.96 | 11.10 | 83.63 | -42.18 | 46.82 | -1.51 | 20.37 | -40.88 | 96.82 | -25.57 | 98.61 | -76.01 | 282.54 | 170.95 | 13.85 |
| Sharpe Ratio | NA | 1.22 | -0.09 | -0.02 | 0.45 | NA | NA | … | … | 12.91 | -0.84 | -0.73 | 0.35 | -0.52 | 0.34 | 2.71 | 1.90 | -0.52 | 0.27 | 1.46 | -0.18 | -0.16 | 2.00 | 0.06 | -0.40 | 0.29 | 2.01 | -0.70 | 1.10 | -0.11 | 0.52 | -0.89 | 1.69 | -0.34 | 1.08 | -0.63 | 3.37 | 2.27 | 40.01 |
| Standard Deviation(%) | NA | 54.94 | 45.74 | 43.75 | 46.33 | NA | NA | … | … | 56.69 | 52.84 | 37.71 | 33.84 | 45.19 | 41.58 | 85.40 | 32.69 | 34.35 | 32.05 | 27.75 | 29.11 | 41.32 | 33.53 | 33.79 | 42.32 | 38.20 | 41.48 | 61.19 | 39.84 | 44.41 | 34.98 | 47.02 | 56.87 | 77.58 | 91.23 | 126.65 | 82.90 | 73.65 | 35.46 |
| Draw Down(%) | NA | 47.83 | 67.82 | 70.68 | 70.68 | NA | NA | … | … | 13.56 | 53.08 | 29.16 | 31.17 | 36.41 | 23.78 | 27.10 | 18.29 | 36.61 | 18.37 | 14.39 | 36.81 | 36.04 | 14.10 | 35.95 | 32.90 | 41.40 | 21.17 | 57.52 | 17.22 | 50.98 | 22.36 | 50.23 | 25.04 | 60.02 | 47.53 | 85.76 | 37.45 | 43.48 | 2.74 |
| Yield(%) | 0.25 | 1.56 | 0.95 | 0.95 | 2.29 | 2.47 | 3.92 | … | … | 1.15 | 1.38 | 1.01 | 1.07 | 0.78 | 0.66 | 1.24 | 1.15 | 0.85 | 0.82 | 1.08 | 0.93 | 0.80 | 0.91 | 0.60 | 0.49 | 0.55 | 0.50 | 0.08 | 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 12/12/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POWI (Power Integrations, Inc.) |
-29.79%
Oct 1999 – Oct 2002 |
-16.38%
Feb 2000 – Feb 2005 |
-4.74%
Oct 1999 – Oct 2009 |
0.15%
Oct 1999 – Oct 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| POWI (Power Integrations, Inc.) |
95.76%
Oct 2018 – Oct 2021 |
51.73%
Feb 2016 – Feb 2021 |
30.78%
Aug 2011 – Aug 2021 |
24.51%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart