Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SIMO (Silicon Motion Technology Corporation) | 219.74% | 357.16% | 68.77% | 37.67% | 23.47% | 27.50% | 18.44% | … | … |
Data as of 06/04/2026, Common starting date is 06/30/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SIMO (Silicon Motion Technology Corporation) | 06/30/2005 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 4.33 | 357.16 | 68.77 | 37.67 | 23.47 | 27.50 | 18.44 | … | … | 219.74 | 76.91 | -8.94 | -4.91 | -30.38 | 101.86 | -1.80 | 51.84 | -33.10 | 25.90 | 37.69 | 35.36 | 72.37 | 4.64 | -30.57 | 381.88 | 24.63 | 48.91 | -87.12 | 12.04 | 32.25 | 14.29 |
| Sharpe Ratio | NA | 5.56 | 1.26 | 0.70 | 0.48 | NA | NA | … | … | 16.35 | 1.59 | -0.34 | -0.18 | -0.77 | 2.34 | -0.04 | 1.29 | -0.93 | 0.80 | 0.98 | 0.76 | 1.72 | 0.13 | -0.52 | 4.91 | 0.41 | 0.64 | -0.93 | 0.16 | 0.65 | 0.52 |
| Standard Deviation(%) | NA | 62.04 | 52.53 | 47.78 | 43.84 | NA | NA | … | … | 83.98 | 46.81 | 37.11 | 47.30 | 41.43 | 43.50 | 45.70 | 38.90 | 37.36 | 31.57 | 38.43 | 46.25 | 42.07 | 36.05 | 59.01 | 77.81 | 59.15 | 75.71 | 94.90 | 55.73 | 44.40 | 53.00 |
| Draw Down(%) | NA | 26.26 | 52.84 | 56.49 | 56.49 | NA | NA | … | … | 26.26 | 34.77 | 39.24 | 37.67 | 44.60 | 17.96 | 42.74 | 29.93 | 46.24 | 25.66 | 27.61 | 40.20 | 25.63 | 34.91 | 51.02 | 35.94 | 39.81 | 35.59 | 90.17 | 39.68 | 29.82 | 22.58 |
| Yield(%) | 0.00 | 3.05 | 2.77 | 2.37 | 3.04 | 9.71 | 5.62 | … | … | 1.07 | 3.66 | 3.35 | 0.78 | 1.58 | 3.28 | 2.76 | 3.60 | 2.17 | 2.01 | 2.10 | 2.35 | 4.27 | 4.09 | 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 06/30/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMO (Silicon Motion Technology Corporation) |
-47.78%
Feb 2007 – Feb 2010 |
-20.25%
Nov 2005 – Nov 2010 |
7.00%
Sep 2005 – Sep 2015 |
7.05%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SIMO (Silicon Motion Technology Corporation) |
107.57%
Dec 2008 – Dec 2011 |
57.72%
Feb 2010 – Feb 2015 |
37.09%
Feb 2009 – Feb 2019 |
28.95%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart