Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PTC (PTC Inc.) | -20.33% | -17.47% | -0.12% | 0.93% | 14.03% | 13.17% | 12.48% | … | … |
Data as of 06/04/2026, Common starting date is 12/08/1989
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PTC (PTC Inc.) | 12/08/1989 | 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 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -17.47 | -0.12 | 0.93 | 14.03 | 13.17 | 12.48 | … | … | -20.33 | -3.96 | 5.45 | 45.75 | -0.92 | 1.29 | 59.71 | -9.66 | 36.42 | 31.34 | 33.61 | -5.51 | 3.56 | 57.22 | 23.27 | -18.95 | 37.88 | 29.17 | -29.13 | -0.94 | 18.16 | 3.57 | 49.49 | 56.35 | -67.73 | -41.88 | -50.35 | 66.54 | -31.40 | -7.79 | 54.51 | 92.75 | -10.97 | 46.23 | 75.93 | 234.72 | 28.57 | 20.00 |
| Sharpe Ratio | NA | -0.61 | -0.05 | -0.06 | 0.39 | NA | NA | … | … | -1.42 | -0.21 | -0.05 | 2.03 | -0.06 | 0.03 | 1.31 | -0.30 | 1.11 | 1.22 | 1.19 | -0.24 | 0.17 | 2.45 | 0.49 | -0.44 | 1.30 | 0.60 | -0.55 | -0.11 | 0.47 | 0.04 | 0.95 | 0.80 | -0.79 | -0.51 | -0.48 | 0.82 | -0.40 | -0.22 | 1.05 | 2.01 | -0.25 | 0.90 | 1.35 | 4.50 | 0.37 | 37.78 |
| Standard Deviation(%) | NA | 32.61 | 27.21 | 29.95 | 32.94 | NA | NA | … | … | 31.86 | 33.47 | 21.83 | 20.66 | 38.61 | 38.27 | 45.34 | 37.33 | 31.59 | 25.38 | 28.15 | 23.33 | 21.30 | 23.35 | 47.84 | 43.06 | 29.14 | 48.59 | 54.69 | 35.77 | 31.68 | 35.55 | 50.89 | 69.38 | 87.06 | 87.66 | 112.48 | 77.06 | 86.62 | 51.36 | 47.89 | 44.34 | 56.59 | 49.09 | 53.74 | 50.99 | 62.94 | 67.67 |
| Draw Down(%) | NA | 38.37 | 38.37 | 38.37 | 54.37 | NA | NA | … | … | 23.75 | 29.33 | 13.41 | 15.05 | 20.62 | 30.62 | 45.33 | 38.45 | 27.76 | 11.98 | 19.98 | 27.18 | 17.21 | 16.19 | 36.98 | 40.54 | 23.28 | 45.50 | 55.49 | 26.14 | 32.68 | 20.78 | 23.97 | 36.81 | 80.22 | 72.33 | 74.95 | 43.15 | 74.42 | 37.10 | 23.33 | 19.12 | 43.67 | 25.60 | 27.40 | 18.10 | 49.18 | 5.71 |
| 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 | 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 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/1989
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTC (PTC Inc.) |
-58.80%
Feb 2000 – Feb 2003 |
-42.09%
Mar 1998 – Mar 2003 |
-15.22%
Mar 1998 – Mar 2008 |
-8.85%
Sep 1996 – Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PTC (PTC Inc.) |
132.84%
Sep 1990 – Sep 1993 |
80.52%
Sep 1990 – Sep 1995 |
41.97%
Feb 1990 – Feb 2000 |
23.06%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart