Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UCTT (Ultra Clean Holdings, Inc.) | 224.00% | 301.71% | 34.94% | 7.33% | 30.07% | 15.86% | 11.69% | … | … |
Data as of 06/05/2026, Common starting date is 03/25/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UCTT (Ultra Clean Holdings, Inc.) | 03/25/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.09 | 301.71 | 34.94 | 7.33 | 30.07 | 15.86 | 11.69 | … | … | 224.00 | -27.57 | 7.00 | 2.99 | -42.21 | 84.14 | 32.72 | 177.10 | -63.32 | 138.04 | 89.45 | -44.83 | -7.48 | 104.28 | -19.64 | -34.37 | 33.19 | 247.76 | -83.52 | -1.21 | 70.58 | 19.47 | -19.20 |
| Sharpe Ratio | NA | 4.71 | 0.49 | 0.11 | 0.49 | NA | NA | … | … | 22.44 | -0.43 | 0.01 | -0.03 | -0.74 | 1.37 | 0.44 | 3.30 | -1.19 | 2.40 | 2.21 | -0.85 | -0.14 | 2.90 | -0.38 | -0.47 | 0.53 | 2.43 | -0.85 | -0.08 | 1.46 | 0.39 | -0.53 |
| Standard Deviation(%) | NA | 68.24 | 60.75 | 58.68 | 58.80 | NA | NA | … | … | 83.01 | 71.34 | 47.87 | 41.63 | 59.29 | 61.45 | 74.04 | 53.19 | 54.30 | 57.48 | 40.13 | 52.83 | 51.97 | 35.90 | 52.87 | 73.45 | 62.98 | 102.01 | 99.31 | 53.80 | 46.28 | 43.99 | 47.54 |
| Draw Down(%) | NA | 29.74 | 68.24 | 70.43 | 79.34 | NA | NA | … | … | 29.74 | 54.43 | 41.79 | 39.60 | 58.82 | 38.90 | 52.57 | 28.30 | 73.47 | 41.41 | 17.09 | 53.33 | 50.34 | 17.56 | 50.84 | 70.64 | 36.31 | 53.69 | 91.56 | 38.11 | 27.55 | 30.28 | 49.88 |
| 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 |
Data as of 06/05/2026, Common starting date is 03/25/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCTT (Ultra Clean Holdings, Inc.) |
-50.79%
Jan 2006 – Jan 2009 |
-24.56%
Apr 2004 – Apr 2009 |
-5.82%
Jan 2006 – Jan 2016 |
3.21%
Apr 2004 – Apr 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UCTT (Ultra Clean Holdings, Inc.) |
91.72%
Mar 2009 – Mar 2012 |
65.16%
Mar 2009 – Mar 2014 |
31.11%
May 2016 – May 2026 |
28.49%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart