Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
SYNA (Synaptics Incorporated) 65.87% 98.64% 15.73% -2.09% 6.32% 10.62% 13.31%
Data as of 06/05/2026, Common starting date is 01/29/2002
More Performance Analytics Comparison
Name Start Date End Date
SYNA (Synaptics Incorporated) 01/29/2002 06/05/2026
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 (%) -10.56 98.64 15.73 -2.09 6.32 10.62 13.31 65.87 -3.75 -32.30 19.88 -67.13 200.32 46.57 76.75 -6.84 -25.46 -33.31 16.71 32.87 72.87 -0.60 2.62 -4.14 85.08 -9.48 38.66 20.08 -19.18 104.10 97.04 -41.99
Sharpe Ratio NA 1.79 0.25 -0.09 0.09 NA NA 3.35 -0.12 -0.92 0.33 -1.07 4.74 0.76 1.49 -0.18 -0.59 -0.55 0.38 0.63 1.78 -0.02 0.07 -0.13 1.27 -0.13 0.78 0.38 -0.33 1.58 1.51 -0.51
Standard Deviation(%) NA 53.60 50.56 53.07 51.88 NA NA 66.64 55.25 42.52 47.58 64.27 42.26 60.53 50.41 44.60 44.11 60.84 43.90 52.20 41.02 36.75 39.11 33.82 66.84 81.17 46.15 44.54 65.56 65.29 63.98 89.07
Draw Down(%) NA 29.31 64.18 85.34 85.34 NA NA 29.31 51.16 40.31 47.40 71.49 19.07 43.74 38.82 37.79 46.24 44.69 37.11 34.92 20.80 41.76 29.98 24.86 48.32 57.52 32.98 38.96 61.94 39.25 36.48 81.73
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
Data as of 06/05/2026, Common starting date is 01/29/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYNA (Synaptics Incorporated) -35.88%
Dec 2021 – Dec 2024
-20.30%
Jun 2014 – Jun 2019
-5.14%
May 2015 – May 2025
4.06%
Apr 2010 – Apr 2025
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
SYNA (Synaptics Incorporated) 98.15%
Dec 2018 – Dec 2021
58.23%
Sep 2002 – Sep 2007
28.43%
Mar 2003 – Mar 2013
22.93%
Nov 2006 – Nov 2021
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return