Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RNG (RingCentral, Inc.) | 52.96% | 64.22% | 8.72% | -29.11% | 8.13% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/30/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RNG (RingCentral, Inc.) | 09/30/2013 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.34 | 64.22 | 8.72 | -29.11 | 8.13 | NA | NA | … | … | 52.96 | -17.51 | 3.12 | -4.10 | -81.10 | -50.56 | 124.68 | 104.60 | 70.33 | 134.95 | -12.64 | 58.04 | -18.78 | 1.94 |
| Sharpe Ratio | NA | 1.02 | 0.08 | -0.53 | 0.12 | NA | NA | … | … | 2.15 | -0.42 | -0.01 | -0.12 | -1.04 | -1.02 | 1.89 | 2.45 | 1.51 | 4.05 | -0.29 | 1.50 | -0.36 | 0.21 |
| Standard Deviation(%) | NA | 63.24 | 53.95 | 61.87 | 54.78 | NA | NA | … | … | 78.18 | 48.44 | 44.08 | 66.53 | 79.55 | 49.80 | 65.29 | 42.01 | 45.93 | 33.39 | 44.36 | 38.70 | 51.79 | 36.67 |
| Draw Down(%) | NA | 23.49 | 49.86 | 92.99 | 95.15 | NA | NA | … | … | 20.16 | 41.50 | 28.90 | 47.74 | 85.26 | 59.89 | 44.15 | 15.74 | 28.90 | 11.38 | 39.02 | 18.55 | 56.76 | 17.81 |
| Yield(%) | 0.18 | 0.56 | 0.15 | 0.01 | 0.07 | 0.06 | 0.04 | … | … | 0.54 | 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 09/30/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNG (RingCentral, Inc.) |
-55.46%
Feb 2021 – Feb 2024 |
-41.35%
Jan 2021 – Jan 2026 |
1.72%
Jan 2016 – Jan 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RNG (RingCentral, Inc.) |
106.69%
Feb 2017 – Feb 2020 |
82.85%
Feb 2016 – Feb 2021 |
11.58%
Nov 2014 – Nov 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart