Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SAIC (Science Applications International Corporation) | 14.80% | 12.50% | 5.13% | 6.05% | 9.18% | NA | NA | … | … |
Data as of 06/03/2026, Common starting date is 09/17/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SAIC (Science Applications International Corporation) | 09/17/2013 | 06/03/2026 |
| 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 (%) | 12.86 | 12.50 | 5.13 | 6.05 | 9.18 | NA | NA | … | … | 14.80 | -8.73 | -9.04 | 13.58 | 34.95 | -10.22 | 10.81 | 39.15 | -15.49 | -8.19 | 89.48 | -5.33 | 54.97 | 8.20 |
| Sharpe Ratio | NA | -0.28 | 0.01 | 0.07 | 0.21 | NA | NA | … | … | 0.19 | -0.32 | -0.43 | 0.44 | 1.26 | -0.36 | 0.20 | 1.53 | -0.56 | -0.26 | 3.23 | -0.18 | 2.16 | 0.84 |
| Standard Deviation(%) | NA | 39.62 | 33.35 | 29.88 | 32.78 | NA | NA | … | … | 43.11 | 36.88 | 29.59 | 22.53 | 26.80 | 28.70 | 51.99 | 24.63 | 30.39 | 33.69 | 27.61 | 29.05 | 25.43 | 37.13 |
| Draw Down(%) | NA | 31.34 | 45.74 | 45.74 | 45.92 | NA | NA | … | … | 27.84 | 30.64 | 28.55 | 14.51 | 15.37 | 22.41 | 45.92 | 12.42 | 37.06 | 30.99 | 10.90 | 27.58 | 10.00 | 20.73 |
| Yield(%) | 0.00 | 1.43 | 1.44 | 1.61 | 2.53 | 3.81 | 2.86 | … | … | 0.73 | 1.32 | 1.19 | 1.34 | 1.73 | 1.60 | 1.69 | 2.24 | 1.60 | 1.47 | 2.83 | 2.38 | 4.29 | 0.91 |
Data as of 06/03/2026, Common starting date is 09/17/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIC (Science Applications International Corporation) |
-6.64%
Nov 2022 – Nov 2025 |
0.01%
Nov 2020 – Nov 2025 |
7.29%
Nov 2015 – Nov 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SAIC (Science Applications International Corporation) |
40.61%
Dec 2013 – Dec 2016 |
19.75%
Jan 2016 – Jan 2021 |
16.43%
Dec 2013 – Dec 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart