Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PSTG (Pure Storage Inc) | -0.06% | 60.41% | 37.13% | 26.37% | 16.60% | NA | NA | … | … |
Data as of 04/17/2026, Common starting date is 10/07/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PSTG (Pure Storage Inc) | 10/07/2015 | 04/17/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 9.89 | 60.41 | 37.13 | 26.37 | 16.60 | NA | NA | … | … | -0.06 | 12.78 | 78.49 | 33.26 | -17.79 | 43.96 | 32.14 | 6.97 | 1.39 | 40.23 | -27.36 | -2.75 |
| Sharpe Ratio | NA | 0.91 | 0.61 | 0.45 | 0.30 | NA | NA | … | … | -0.05 | 0.15 | 1.37 | 0.70 | -0.43 | 1.01 | 0.48 | 0.11 | 0.00 | 0.92 | -0.56 | -0.18 |
| Standard Deviation(%) | NA | 63.62 | 55.78 | 50.90 | 50.82 | NA | NA | … | … | 58.71 | 66.47 | 52.88 | 41.77 | 45.13 | 43.65 | 65.81 | 48.72 | 45.34 | 43.07 | 49.16 | 63.51 |
| Draw Down(%) | NA | 42.26 | 48.63 | 48.63 | 69.43 | NA | NA | … | … | 25.06 | 48.63 | 33.09 | 30.48 | 37.97 | 41.07 | 55.62 | 44.35 | 48.36 | 22.95 | 37.81 | 34.60 |
| Yield(%) | 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 04/17/2026, Common starting date is 10/07/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTG (Pure Storage Inc) |
-6.48%
Jun 2018 – Jun 2021 |
2.45%
Apr 2018 – Apr 2023 |
15.71%
Dec 2015 – Dec 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PSTG (Pure Storage Inc) |
48.70%
Jun 2021 – Jun 2024 |
43.71%
Oct 2020 – Oct 2025 |
21.29%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart