Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WDAY (Workday, Inc.) | -31.13% | -40.71% | -11.51% | -7.91% | 6.10% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/12/2012
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WDAY (Workday, Inc.) | 10/12/2012 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 13.77 | -40.71 | -11.51 | -7.91 | 6.10 | NA | NA | … | … | -31.13 | -14.47 | -3.56 | 64.98 | -38.75 | 14.01 | 45.70 | 2.99 | 56.95 | 53.94 | -17.06 | -2.36 | -1.86 | 52.59 | 11.93 |
| Sharpe Ratio | NA | -0.99 | -0.42 | -0.29 | 0.13 | NA | NA | … | … | -1.13 | -0.50 | -0.31 | 1.95 | -0.81 | 0.45 | 0.88 | 0.05 | 1.39 | 1.85 | -0.40 | -0.07 | -0.04 | 1.65 | 1.76 |
| Standard Deviation(%) | NA | 42.58 | 37.20 | 38.63 | 38.79 | NA | NA | … | … | 56.06 | 35.22 | 32.96 | 31.51 | 49.88 | 31.42 | 51.64 | 34.78 | 40.03 | 28.89 | 43.21 | 33.37 | 43.72 | 31.91 | 41.35 |
| Draw Down(%) | NA | 55.52 | 63.38 | 63.38 | 63.38 | NA | NA | … | … | 47.62 | 24.24 | 32.59 | 18.66 | 51.45 | 21.37 | 42.89 | 32.10 | 23.00 | 16.84 | 38.63 | 26.70 | 41.92 | 13.14 | 15.20 |
| 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 |
Data as of 06/04/2026, Common starting date is 10/12/2012
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDAY (Workday, Inc.) |
-14.32%
Mar 2023 – Mar 2026 |
-13.10%
Apr 2021 – Apr 2026 |
5.02%
Apr 2016 – Apr 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WDAY (Workday, Inc.) |
48.49%
Feb 2016 – Feb 2019 |
32.82%
Dec 2016 – Dec 2021 |
13.43%
Jun 2013 – Jun 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart