Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SNCR (Synchronoss Technologies Inc) 5.14% -7.02% 105.97% 12.25% -10.00% -8.32% NA
Data as of 02/19/2026, Common starting date is 06/15/2006
More Performance Analytics Comparison
Name Start Date End Date
SNCR (Synchronoss Technologies Inc) 06/15/2006 02/19/2026
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
Annualized Return (%) 0.00 -7.02 105.97 12.25 -10.00 -8.32 NA 5.14 -11.25 49.28 901.61 -74.59 -48.09 -1.05 -22.64 -31.32 -76.66 8.71 -15.84 34.73 47.32 -30.19 13.10 68.94 48.31 -69.92 158.31 55.03
Sharpe Ratio NA -0.11 0.63 0.08 -0.11 NA NA 5.47 -0.16 0.47 3.88 -1.05 -0.70 -0.01 -0.37 -0.47 -0.73 0.17 -0.40 0.80 1.15 -0.58 0.24 1.56 0.84 -0.71 2.03 1.96
Standard Deviation(%) NA 87.08 154.46 127.31 105.41 NA NA 7.77 91.28 91.28 236.18 72.81 68.96 85.74 64.33 69.51 105.46 48.80 39.33 43.26 41.04 52.70 55.27 44.11 57.17 100.24 76.83 61.49
Draw Down(%) NA 67.57 72.72 93.07 99.29 NA NA 1.24 67.57 48.45 69.57 78.71 62.26 64.51 56.68 66.03 77.67 36.59 37.23 26.10 27.62 52.00 34.57 31.31 27.25 83.97 35.96 29.37
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
Data as of 02/19/2026, Common starting date is 06/15/2006
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNCR (Synchronoss Technologies Inc) -55.44%
Jul 2015 – Jul 2018
-44.44%
Jan 2017 – Jan 2022
-35.09%
Oct 2013 – Oct 2023
-23.64%
Dec 2007 – Dec 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SNCR (Synchronoss Technologies Inc) 139.90%
Dec 2022 – Dec 2025
35.27%
Oct 2009 – Oct 2014
17.03%
Jul 2006 – Jul 2016
2.24%
Aug 2009 – Aug 2024
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return