Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STX (Seagate Technology Holdings plc) | 236.83% | 634.82% | 154.48% | 61.06% | 50.27% | 37.21% | 24.81% | … | … |
Data as of 06/04/2026, Common starting date is 12/11/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STX (Seagate Technology Holdings plc) | 12/11/2002 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 5.14 | 634.82 | 154.48 | 61.06 | 50.27 | 37.21 | 24.81 | … | … | 236.83 | 225.26 | 4.06 | 69.12 | -51.42 | 87.50 | 10.14 | 62.15 | -2.89 | 16.66 | 13.44 | -42.33 | 23.51 | 89.83 | 95.29 | 13.01 | -17.37 | 313.49 | -81.99 | -2.21 | 34.47 | 17.81 | -6.91 | 77.83 | -6.70 |
| Sharpe Ratio | NA | 10.60 | 3.09 | 1.31 | 1.18 | NA | NA | … | … | 22.09 | 4.25 | 0.01 | 1.87 | -1.25 | 2.26 | 0.23 | 1.95 | -0.12 | 0.40 | 0.23 | -1.15 | 0.87 | 2.84 | 2.15 | 0.24 | -0.35 | 4.08 | -1.27 | -0.17 | 0.85 | 0.46 | -0.16 | 1.30 | -1.88 |
| Standard Deviation(%) | NA | 61.50 | 46.92 | 44.12 | 41.96 | NA | NA | … | … | 73.30 | 52.73 | 30.72 | 35.38 | 42.41 | 38.68 | 43.56 | 31.06 | 36.92 | 40.21 | 56.41 | 36.73 | 26.87 | 31.61 | 44.73 | 52.98 | 50.52 | 76.84 | 64.99 | 32.18 | 36.65 | 33.87 | 48.64 | 59.49 | 39.74 |
| Draw Down(%) | NA | 21.00 | 40.00 | 56.99 | 56.99 | NA | NA | … | … | 21.00 | 38.12 | 22.81 | 23.06 | 56.99 | 23.58 | 35.58 | 17.36 | 39.39 | 37.80 | 47.79 | 47.97 | 19.81 | 19.09 | 32.51 | 46.65 | 52.51 | 46.19 | 84.43 | 27.80 | 28.74 | 34.18 | 51.54 | 42.84 | 13.61 |
| Yield(%) | 0.00 | 2.29 | 4.69 | 2.71 | 10.98 | 15.06 | 7.92 | … | … | 0.26 | 3.36 | 3.41 | 5.40 | 2.47 | 4.51 | 4.33 | 6.50 | 5.87 | 6.36 | 6.95 | 3.41 | 4.28 | 3.72 | 9.25 | 3.61 | 0.00 | 0.59 | 1.88 | 1.53 | 1.69 | 1.73 | 1.24 | 1.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/11/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STX (Seagate Technology Holdings plc) |
-46.25%
Jan 2006 – Jan 2009 |
-25.07%
Nov 2003 – Nov 2008 |
0.93%
Apr 2006 – Apr 2016 |
7.25%
Sep 2003 – Sep 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STX (Seagate Technology Holdings plc) |
151.22%
May 2023 – May 2026 |
73.56%
Jan 2009 – Jan 2014 |
50.36%
May 2016 – May 2026 |
36.05%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart