Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SSNC (SS&C Technologies Holdings, Inc.) | -20.01% | -11.97% | 8.94% | 0.27% | 9.65% | 15.00% | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/01/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SSNC (SS&C Technologies Holdings, Inc.) | 04/01/2010 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.40 | -11.97 | 8.94 | 0.27 | 9.65 | 15.00 | NA | … | … | -20.01 | 16.77 | 25.78 | 19.21 | -35.65 | 13.73 | 19.51 | 37.16 | 12.08 | 42.53 | -15.79 | 16.94 | 32.23 | 91.68 | 27.85 | -11.95 | 35.65 |
| Sharpe Ratio | NA | -0.73 | 0.23 | -0.13 | 0.27 | NA | NA | … | … | -1.57 | 0.58 | 1.18 | 0.70 | -1.22 | 0.66 | 0.43 | 1.06 | 0.34 | 2.38 | -0.57 | 0.62 | 1.21 | 3.28 | 1.15 | -0.35 | 1.43 |
| Standard Deviation(%) | NA | 24.30 | 22.96 | 24.31 | 28.36 | NA | NA | … | … | 31.19 | 23.88 | 18.83 | 22.48 | 30.45 | 20.71 | 45.13 | 33.67 | 31.87 | 17.66 | 27.99 | 27.35 | 26.65 | 27.92 | 24.34 | 34.59 | 34.77 |
| Draw Down(%) | NA | 27.83 | 27.83 | 44.33 | 48.85 | NA | NA | … | … | 27.12 | 19.04 | 8.80 | 22.72 | 44.33 | 13.57 | 48.09 | 35.71 | 29.78 | 7.66 | 22.44 | 11.31 | 21.69 | 11.46 | 19.80 | 36.36 | 25.88 |
| Yield(%) | 0.41 | 1.35 | 1.81 | 1.26 | 2.14 | 4.69 | 4.42 | … | … | 0.63 | 1.38 | 1.62 | 1.68 | 0.97 | 0.96 | 0.86 | 0.96 | 0.74 | 0.92 | 0.47 | 0.23 | 0.07 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/01/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSNC (SS&C Technologies Holdings, Inc.) |
-5.34%
Nov 2020 – Nov 2023 |
-0.65%
Apr 2019 – Apr 2024 |
8.96%
Mar 2016 – Mar 2026 |
14.22%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SSNC (SS&C Technologies Holdings, Inc.) |
47.98%
Dec 2011 – Dec 2014 |
36.95%
Aug 2010 – Aug 2015 |
26.47%
Oct 2011 – Oct 2021 |
19.14%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart