Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMSI (Smith Micro Software, Inc.) | 50.00% | -1.22% | -56.85% | -54.50% | -28.25% | -29.21% | -27.44% | … | … |
Data as of 06/04/2026, Common starting date is 09/19/1995
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMSI (Smith Micro Software, Inc.) | 09/19/1995 | 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 | 1996 | 1995 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.25 | -1.22 | -56.85 | -54.50 | -28.25 | -29.21 | -27.44 | … | … | 50.00 | -56.49 | -80.27 | -60.48 | -57.32 | -9.23 | 36.18 | 121.11 | -36.62 | 80.89 | -46.23 | -24.74 | -34.46 | -1.33 | 32.74 | -92.82 | 72.02 | 64.57 | -34.36 | -40.31 | 142.56 | -34.64 | 349.75 | 332.61 | -56.19 | 15.86 | -67.05 | 33.33 | 3.13 | -58.97 | -27.78 | -53.45 |
| Sharpe Ratio | NA | 0.03 | -0.54 | -0.61 | -0.35 | NA | NA | … | … | 2.85 | -0.63 | -0.61 | -0.72 | -0.96 | -0.18 | 0.54 | 1.57 | -0.56 | 0.92 | -0.57 | -0.34 | -0.34 | -0.02 | 0.46 | -1.13 | 1.38 | 0.98 | -0.44 | -0.59 | 2.30 | -0.54 | 3.52 | 2.11 | -0.40 | 0.10 | -0.40 | 0.17 | 0.00 | -0.55 | -0.29 | -0.84 |
| Standard Deviation(%) | NA | 74.79 | 107.26 | 92.95 | 84.33 | NA | NA | … | … | 76.61 | 94.67 | 138.38 | 90.44 | 61.59 | 52.71 | 66.60 | 76.32 | 67.72 | 88.11 | 81.50 | 72.65 | 101.96 | 63.53 | 72.31 | 82.05 | 51.99 | 65.95 | 79.36 | 74.06 | 60.91 | 67.54 | 99.14 | 157.37 | 143.00 | 143.39 | 177.90 | 175.35 | 146.20 | 113.45 | 106.24 | 114.91 |
| Draw Down(%) | NA | 61.06 | 96.84 | 99.11 | 99.30 | NA | NA | … | … | 30.16 | 70.97 | 92.70 | 80.00 | 58.94 | 42.11 | 50.22 | 43.50 | 48.07 | 59.51 | 58.01 | 63.48 | 69.42 | 52.35 | 59.64 | 94.19 | 29.95 | 50.39 | 52.77 | 64.26 | 45.57 | 61.44 | 49.04 | 62.47 | 86.18 | 82.86 | 96.53 | 77.59 | 72.00 | 68.18 | 72.26 | 63.79 |
| 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 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 09/19/1995
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSI (Smith Micro Software, Inc.) |
-75.05%
Aug 2021 – Aug 2024 |
-59.72%
Feb 2021 – Feb 2026 |
-35.49%
Mar 2007 – Mar 2017 |
-36.61%
Dec 2010 – Dec 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMSI (Smith Micro Software, Inc.) |
181.66%
Mar 2003 – Mar 2006 |
118.84%
Sep 2002 – Sep 2007 |
33.04%
Dec 2000 – Dec 2010 |
5.81%
Dec 1995 – Dec 2010 |
Annualized Rolling Returns Comparison Chart