Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYMC (NortonLifeLock Inc) | NA | 12.06% | 1.40% | 10.93% | 7.22% | 1.12% | 9.12% | … | … |
Data as of 11/08/2019, Common starting date is 03/23/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYMC (NortonLifeLock Inc) | 03/23/1990 | 11/08/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 6.07 | 12.06 | 1.40 | 10.93 | 7.22 | 1.12 | 9.12 | … | … | 32.39 | -31.59 | 18.69 | 78.84 | -15.29 | 12.42 | 3.22 | 20.26 | -6.51 | -6.43 | 32.32 | -16.23 | -22.59 | 19.14 | -32.07 | 49.33 | 70.33 | 22.15 | 98.74 | -43.07 | 169.54 | -0.85 | 51.29 | -37.63 | 32.86 | -4.11 | 33.94 | -69.38 | 232.71 | 35.44 |
| Sharpe Ratio | NA | 0.28 | 0.01 | 0.29 | 0.21 | NA | NA | … | … | 0.98 | -0.64 | 0.76 | 2.38 | -0.64 | 0.46 | 0.10 | 0.70 | -0.20 | -0.22 | 0.72 | -0.32 | -0.84 | 0.56 | -0.91 | 1.25 | 1.71 | 0.36 | 1.21 | -0.57 | 2.46 | -0.06 | 0.88 | -0.56 | 0.49 | -0.13 | 0.54 | -0.78 | 4.43 | 0.86 |
| Standard Deviation(%) | NA | 37.90 | 38.72 | 35.06 | 32.76 | NA | NA | … | … | 37.74 | 51.45 | 23.79 | 33.06 | 24.09 | 26.81 | 32.57 | 29.17 | 33.15 | 29.62 | 44.86 | 53.09 | 30.72 | 28.06 | 37.85 | 38.77 | 40.74 | 58.72 | 81.08 | 83.47 | 67.52 | 71.26 | 53.54 | 73.28 | 58.77 | 57.15 | 58.11 | 91.73 | 51.25 | 49.26 |
| Draw Down(%) | NA | 26.52 | 47.43 | 47.43 | 47.43 | NA | NA | … | … | 26.52 | 39.44 | 19.69 | 11.94 | 25.79 | 23.96 | 29.60 | 29.89 | 25.81 | 35.53 | 21.42 | 55.63 | 25.53 | 24.30 | 36.60 | 28.20 | 21.43 | 34.74 | 52.77 | 63.11 | 43.17 | 72.96 | 30.07 | 61.56 | 34.85 | 45.24 | 40.00 | 87.75 | 28.18 | 32.73 |
| Yield(%) | 0.00 | 1.00 | 1.21 | 5.90 | 3.87 | 0.76 | 0.69 | … | … | 0.79 | 1.30 | 1.25 | 26.07 | 2.91 | 3.18 | 2.31 | 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 11/08/2019, Common starting date is 03/23/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYMC (NortonLifeLock Inc) |
-26.74%
Dec 1991 – Dec 1994 |
-20.09%
Dec 1991 – Dec 1996 |
-3.56%
Nov 2004 – Nov 2014 |
0.94%
Oct 2004 – Oct 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYMC (NortonLifeLock Inc) |
85.00%
Sep 2001 – Sep 2004 |
61.35%
Mar 1999 – Mar 2004 |
32.19%
Jun 1994 – Jun 2004 |
21.93%
Oct 1990 – Oct 2005 |
Annualized Rolling Returns Comparison Chart