Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMCI (Super Micro Computer, Inc.) | 42.26% | 2.13% | 23.02% | 62.28% | 31.73% | 24.23% | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/29/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMCI (Super Micro Computer, Inc.) | 03/29/2007 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -9.66 | 2.13 | 23.02 | 62.28 | 31.73 | 24.23 | NA | … | … | 42.26 | 0.52 | 12.50 | 246.24 | 86.80 | 38.82 | 31.81 | 74.06 | -34.07 | -25.38 | 14.44 | -29.73 | 103.26 | 68.24 | -34.95 | 35.88 | 3.78 | 75.67 | -17.47 | -12.44 |
| Sharpe Ratio | NA | -0.01 | 0.20 | 0.71 | 0.42 | NA | NA | … | … | 1.23 | -0.03 | 0.05 | 3.31 | 1.34 | 1.11 | 0.50 | 1.87 | -0.45 | -0.87 | 0.25 | -0.60 | 2.15 | 1.98 | -0.93 | 0.71 | 0.06 | 1.29 | -0.25 | -0.44 |
| Standard Deviation(%) | NA | 82.16 | 97.47 | 84.92 | 71.15 | NA | NA | … | … | 101.99 | 85.72 | 119.29 | 74.05 | 63.96 | 34.80 | 62.69 | 38.78 | 78.09 | 30.00 | 57.72 | 49.81 | 48.00 | 34.40 | 37.68 | 50.41 | 60.20 | 58.68 | 72.79 | 43.33 |
| Draw Down(%) | NA | 66.18 | 84.84 | 84.84 | 84.84 | NA | NA | … | … | 40.29 | 51.62 | 84.84 | 34.46 | 31.26 | 17.69 | 45.76 | 28.62 | 56.85 | 32.24 | 44.85 | 45.73 | 28.08 | 26.02 | 56.85 | 38.97 | 54.31 | 37.82 | 64.19 | 32.90 |
| 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 |
Data as of 06/05/2026, Common starting date is 03/29/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCI (Super Micro Computer, Inc.) |
-23.34%
Feb 2015 – Feb 2018 |
-8.78%
Feb 2015 – Feb 2020 |
2.10%
Mar 2010 – Mar 2020 |
9.74%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMCI (Super Micro Computer, Inc.) |
198.30%
Feb 2021 – Feb 2024 |
116.71%
Mar 2019 – Mar 2024 |
50.13%
Mar 2014 – Mar 2024 |
42.61%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart