Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STM (STMicroelectronics N.V.) | 202.94% | 179.29% | 22.13% | 17.11% | 30.54% | 17.18% | 10.97% | … | … |
Data as of 06/04/2026, Common starting date is 12/08/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STM (STMicroelectronics N.V.) | 12/08/1994 | 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 | 1994 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 12.83 | 179.29 | 22.13 | 17.11 | 30.54 | 17.18 | 10.97 | … | … | 202.94 | 5.28 | -49.67 | 41.66 | -26.65 | 32.38 | 39.00 | 96.37 | -35.64 | 95.06 | 77.62 | -6.12 | -1.97 | 15.84 | 30.62 | -40.45 | 16.03 | 43.92 | -52.22 | -21.11 | 2.98 | -6.08 | -28.07 | 38.97 | -38.32 | -25.95 | -15.15 | 287.99 | 27.84 | -12.77 | 73.91 | 76.92 | 2.25 |
| Sharpe Ratio | NA | 3.44 | 0.31 | 0.26 | 0.62 | NA | NA | … | … | 18.62 | 0.04 | -1.36 | 1.14 | -0.59 | 0.94 | 0.62 | 2.29 | -0.92 | 2.88 | 1.96 | -0.17 | -0.06 | 0.45 | 0.66 | -0.76 | 0.43 | 0.82 | -0.96 | -0.90 | -0.02 | -0.33 | -1.05 | 0.94 | -0.61 | -0.45 | -0.26 | 4.91 | 0.41 | -0.33 | 1.50 | 1.56 | 2.40 |
| Standard Deviation(%) | NA | 50.48 | 45.85 | 44.10 | 44.07 | NA | NA | … | … | 54.37 | 54.27 | 39.15 | 33.70 | 47.61 | 34.43 | 61.87 | 41.43 | 40.38 | 33.00 | 39.57 | 35.58 | 31.13 | 35.32 | 46.74 | 53.17 | 36.72 | 53.32 | 55.34 | 27.08 | 26.39 | 25.52 | 27.69 | 40.78 | 64.35 | 64.36 | 73.19 | 57.91 | 59.42 | 48.96 | 46.25 | 46.73 | 17.11 |
| Draw Down(%) | NA | 36.35 | 66.66 | 66.66 | 66.66 | NA | NA | … | … | 11.70 | 36.76 | 50.83 | 30.40 | 40.84 | 22.18 | 49.90 | 19.31 | 49.45 | 17.14 | 21.33 | 34.71 | 34.49 | 24.51 | 45.98 | 58.66 | 37.22 | 45.00 | 56.17 | 29.94 | 25.83 | 27.38 | 44.77 | 24.78 | 67.92 | 60.27 | 44.02 | 22.32 | 57.57 | 45.49 | 37.37 | 49.10 | 2.81 |
| Yield(%) | 0.00 | 1.27 | 0.72 | 0.80 | 4.28 | 2.83 | 1.76 | … | … | 0.33 | 1.48 | 0.68 | 0.68 | 0.58 | 0.58 | 0.67 | 1.75 | 1.07 | 2.19 | 4.25 | 5.30 | 5.15 | 5.39 | 6.25 | 3.45 | 2.58 | 2.65 | 1.92 | 1.63 | 0.65 | 0.63 | 0.44 | 0.38 | 0.12 | 0.10 | 0.06 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/08/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STM (STMicroelectronics N.V.) |
-34.58%
Feb 2000 – Feb 2003 |
-28.49%
Feb 2004 – Feb 2009 |
-19.10%
Aug 2000 – Aug 2010 |
-11.21%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STM (STMicroelectronics N.V.) |
82.32%
Feb 1997 – Feb 2000 |
74.11%
Feb 1995 – Feb 2000 |
29.16%
May 2016 – May 2026 |
20.03%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart