Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RMBS (Rambus Inc.) | 84.30% | 196.33% | 38.88% | 53.94% | 29.97% | 18.26% | 9.76% | … | … |
Data as of 06/04/2026, Common starting date is 05/14/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RMBS (Rambus Inc.) | 05/14/1997 | 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 (%) | 14.41 | 196.33 | 38.88 | 53.94 | 29.97 | 18.26 | 9.76 | … | … | 84.30 | 78.04 | -20.53 | 90.54 | 21.88 | 68.33 | 26.71 | 79.66 | -46.06 | 3.27 | 18.81 | 4.51 | 17.11 | 94.46 | -35.50 | -63.13 | -16.07 | 53.27 | -23.97 | 10.62 | 16.92 | -29.61 | -25.08 | 357.53 | -16.02 | -77.88 | 114.27 | -29.94 | 110.38 | 51.24 |
| Sharpe Ratio | NA | 2.23 | 0.42 | 0.86 | 0.58 | NA | NA | … | … | 2.32 | 1.20 | -0.47 | 1.81 | 0.50 | 2.23 | 0.50 | 1.85 | -2.28 | -0.71 | -0.54 | -0.30 | -0.04 | 1.89 | -0.90 | -0.75 | -0.85 | 0.37 | -0.49 | -0.25 | -0.06 | -0.94 | -0.66 | 4.23 | -0.39 | -0.80 | 0.33 | -0.06 | 2.04 | 0.13 |
| Standard Deviation(%) | NA | 73.58 | 63.18 | 54.68 | 45.82 | NA | NA | … | … | 88.45 | 63.76 | 58.22 | 48.19 | 40.88 | 30.68 | 52.72 | 30.41 | 29.69 | 22.48 | 28.53 | 46.85 | 35.88 | 40.09 | 60.47 | 108.59 | 40.56 | 94.69 | 88.31 | 45.82 | 86.90 | 53.76 | 67.58 | 79.96 | 91.87 | 124.46 | 138.09 | 82.66 | 70.35 | 93.68 |
| Draw Down(%) | NA | 36.69 | 48.83 | 48.83 | 52.95 | NA | NA | … | … | 36.69 | 37.45 | 48.83 | 27.50 | 38.72 | 18.27 | 44.91 | 13.65 | 50.21 | 19.99 | 19.47 | 35.11 | 31.38 | 24.65 | 57.17 | 68.42 | 30.99 | 66.00 | 79.89 | 46.98 | 78.08 | 55.26 | 63.95 | 22.91 | 64.61 | 90.95 | 70.18 | 49.77 | 34.78 | 52.59 |
| 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 |
Data as of 06/04/2026, Common starting date is 05/14/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBS (Rambus Inc.) |
-45.67%
Jun 2000 – Jun 2003 |
-33.68%
Aug 2000 – Aug 2005 |
-16.23%
Jun 2000 – Jun 2010 |
-12.26%
Jun 2000 – Jun 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RMBS (Rambus Inc.) |
106.93%
Jun 1997 – Jun 2000 |
54.83%
Dec 2018 – Dec 2023 |
28.23%
May 2016 – May 2026 |
16.58%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart