Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SNPS (Synopsys, Inc.) | 23.94% | 11.66% | 21.23% | 25.00% | 28.44% | 24.61% | 19.20% | 14.04% |
Data as of 07/25/2025, AR inception is 02/26/1992
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SNPS (Synopsys, Inc.) | 02/26/1992 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.87 | 11.66 | 21.23 | 25.00 | 28.44 | 24.61 | 19.20 | 14.04 | 23.94 | -4.66 | 61.27 | -13.35 | 42.15 | 86.24 | 65.24 | -1.17 | 44.82 | 29.05 | 4.92 | 7.15 | 27.42 | 17.06 | 1.08 | 20.78 | 20.30 | -28.58 | -2.99 | 33.25 | 2.61 | -42.26 | 46.74 | -21.87 | 24.52 | -28.93 | 23.04 | 51.75 | -22.70 | 21.71 | 73.71 | -3.31 | 30.69 | 9.92 |
| Sharpe Ratio | NA | 0.21 | 0.51 | 0.66 | 0.86 | NA | NA | 0.30 | 1.08 | -0.30 | 2.12 | -0.35 | 1.36 | 2.00 | 1.69 | -0.93 | 1.66 | -0.28 | -0.64 | -0.65 | 0.56 | -0.08 | -0.71 | 0.11 | 0.06 | -1.16 | -0.88 | 0.49 | -0.75 | -1.16 | 0.76 | -0.83 | 0.06 | -1.36 | 0.88 | 1.43 | -1.07 | 0.44 | 0.23 | -0.04 | 0.64 | 0.25 |
| Standard Deviation(%) | NA | 41.35 | 34.68 | 35.41 | 31.17 | NA | NA | 39.88 | 40.59 | 37.17 | 27.17 | 42.17 | 31.08 | 42.72 | 24.79 | 24.55 | 15.51 | 18.03 | 21.32 | 17.50 | 15.85 | 18.60 | 24.45 | 19.64 | 28.95 | 41.30 | 28.53 | 22.37 | 24.66 | 53.16 | 36.19 | 50.13 | 55.28 | 71.62 | 54.72 | 59.62 | 64.49 | 53.11 | 50.18 | 44.36 | 47.74 | 47.27 |
| Draw Down(%) | NA | 35.22 | 38.69 | 38.69 | 38.69 | NA | NA | 60.95 | 30.94 | 25.32 | 10.24 | 29.26 | 25.20 | 34.25 | 9.83 | 22.93 | 5.82 | 11.14 | 14.83 | 12.48 | 6.98 | 11.44 | 26.30 | 12.49 | 17.01 | 44.63 | 18.65 | 25.17 | 15.91 | 60.79 | 22.21 | 44.76 | 40.97 | 55.99 | 30.44 | 42.97 | 47.30 | 28.26 | 23.13 | 28.80 | 30.67 | 35.36 |
| 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 | 0.00 | 0.00 | 0.00 |
Data as of 07/25/2025, AR inception is 02/26/1992
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPS (Synopsys, Inc.) |
-17.77%
Aug 2003 - Aug 2006 |
-13.40%
Nov 1999 - Nov 2004 |
-4.65%
Nov 1999 - Nov 2009 |
0.37%
Sep 1996 - Sep 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SNPS (Synopsys, Inc.) |
63.55%
Dec 2018 - Dec 2021 |
44.32%
Dec 2016 - Dec 2021 |
31.39%
Jun 2014 - Jun 2024 |
26.47%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart