Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PRGS (Progress Software Corporation) | -27.00% | -50.68% | -18.94% | -6.60% | 2.69% | 3.00% | 2.02% | … | … |
Data as of 06/05/2026, Common starting date is 07/30/1991
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PRGS (Progress Software Corporation) | 07/30/1991 | 06/05/2026 |
| 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 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.48 | -50.68 | -18.94 | -6.60 | 2.69 | 3.00 | 2.02 | … | … | -27.00 | -33.18 | 21.78 | 8.91 | 6.00 | 8.43 | 10.65 | 18.96 | -15.41 | 35.43 | 33.60 | -11.18 | 4.61 | 23.06 | 8.48 | -54.36 | 45.11 | 51.71 | -42.81 | 20.59 | -1.59 | 21.54 | 14.13 | 57.99 | -25.06 | 19.69 | -49.12 | 68.15 | 134.10 | 8.12 | -46.67 | 98.68 | -13.71 | -24.08 | 40.55 | 38.98 |
| Sharpe Ratio | NA | -1.01 | -0.58 | -0.23 | 0.05 | NA | NA | … | … | -0.80 | -1.02 | 0.58 | 0.21 | 0.16 | 0.27 | 0.27 | 0.56 | -0.41 | 1.56 | 1.19 | -0.46 | 0.19 | 1.00 | 0.23 | -0.94 | 1.73 | 1.53 | -0.96 | 0.61 | -0.19 | 0.63 | 0.33 | 1.62 | -0.57 | 0.34 | -0.73 | 1.02 | 2.08 | 0.09 | -0.72 | 2.06 | -0.31 | -0.49 | 0.85 | 2.25 |
| Standard Deviation(%) | NA | 48.48 | 35.90 | 33.12 | 33.04 | NA | NA | … | … | 63.23 | 35.63 | 26.29 | 22.65 | 29.83 | 30.82 | 38.55 | 31.30 | 41.01 | 22.36 | 28.09 | 24.12 | 24.52 | 23.03 | 37.38 | 57.65 | 26.04 | 33.67 | 45.49 | 29.08 | 25.97 | 30.90 | 40.18 | 35.30 | 45.55 | 51.41 | 73.03 | 63.49 | 63.01 | 49.16 | 69.07 | 46.03 | 54.52 | 52.86 | 44.62 | 50.53 |
| Draw Down(%) | NA | 61.20 | 64.10 | 64.10 | 64.10 | NA | NA | … | … | 43.13 | 39.60 | 18.75 | 19.43 | 19.58 | 17.68 | 39.10 | 18.96 | 40.50 | 14.33 | 17.01 | 25.57 | 20.02 | 14.61 | 28.02 | 61.12 | 22.51 | 26.19 | 47.42 | 19.22 | 31.64 | 15.00 | 27.67 | 19.38 | 39.37 | 25.13 | 59.69 | 39.96 | 35.33 | 37.72 | 67.33 | 31.97 | 51.77 | 44.30 | 35.87 | 20.95 |
| Yield(%) | 0.00 | 0.00 | 0.49 | 0.99 | 1.90 | 1.51 | 1.63 | … | … | 0.00 | 0.00 | 0.97 | 1.37 | 1.45 | 1.57 | 1.59 | 1.78 | 1.33 | 1.61 | 0.52 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/05/2026, Common starting date is 07/30/1991
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRGS (Progress Software Corporation) |
-23.09%
Mar 2023 – Mar 2026 |
-10.76%
Dec 2010 – Dec 2015 |
-2.51%
Nov 2005 – Nov 2015 |
-0.33%
Dec 1999 – Dec 2014 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PRGS (Progress Software Corporation) |
76.69%
Feb 1997 – Feb 2000 |
35.16%
Dec 1994 – Dec 1999 |
20.02%
Feb 1997 – Feb 2007 |
13.44%
May 1992 – May 2007 |
Annualized Rolling Returns Comparison Chart