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
WDC (Western Digital Corporation) 197.26% 832.07% 159.32% 54.95% 32.15% 24.02% 20.86% … …
Data as of 06/05/2026, Common starting date is 10/31/1978
More Performance Analytics Comparison
Name Start Date End Date
WDC (Western Digital Corporation) 10/31/1978 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 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981 1980 1979 1978
Annualized Return (%) -3.64 832.07 159.32 54.95 32.15 24.02 20.86 … … 197.26 190.01 13.86 65.99 -51.62 17.73 -10.89 77.14 -51.90 19.83 17.48 -43.20 34.00 101.53 39.09 -8.70 -23.22 285.59 -62.10 47.65 9.94 71.68 -8.06 84.51 1.91 157.23 -41.79 -72.20 -5.86 -43.74 218.18 6.72 83.56 5.80 228.57 -46.15 -41.79 -43.22 -9.23 -12.16 76.19 21.74 -4.17 94.59 -30.19 -32.91 229.17 60.00 -16.67
Sharpe Ratio NA 14.61 3.13 1.12 0.66 NA NA … … 19.19 2.92 0.26 1.67 -1.12 0.41 -0.16 1.55 -1.31 0.63 0.35 -1.26 1.46 3.53 0.94 -0.18 -0.56 5.39 -0.89 1.23 0.16 1.64 -0.20 1.31 0.01 1.71 -0.36 -0.87 -0.11 -0.67 4.56 0.05 1.41 0.06 3.84 -0.62 -0.86 -1.06 -0.32 -0.24 1.51 0.31 -0.21 1.48 -0.54 -0.83 3.16 0.72 -0.62
Standard Deviation(%) NA 62.46 50.36 48.02 48.56 NA NA … … 76.69 64.41 38.72 37.72 47.57 42.78 69.94 48.72 40.88 30.40 49.46 34.23 23.34 28.73 41.85 47.29 41.65 52.94 70.68 36.46 41.37 42.33 46.36 64.12 88.20 92.67 128.94 86.47 82.41 70.88 46.39 52.00 57.22 65.52 58.05 80.80 54.85 46.37 44.55 67.75 47.41 52.71 53.44 59.40 70.34 51.95 69.26 72.27 118.97
Draw Down(%) NA 20.59 49.65 60.85 70.49 NA NA … … 20.59 57.60 29.90 28.64 55.32 32.24 58.85 34.57 66.38 18.38 40.71 45.98 17.04 13.37 34.69 40.74 49.20 29.09 75.16 21.99 33.62 28.84 50.79 34.30 59.33 62.66 74.29 86.20 64.77 73.03 27.92 33.33 40.99 60.53 22.73 69.23 69.49 57.02 33.82 62.50 23.97 55.46 43.48 43.48 58.21 54.21 39.13 39.29 56.00
Yield(%) 0.00 0.64 0.38 0.12 1.76 3.05 4.01 … … 0.15 0.53 0.00 0.00 0.00 0.00 1.52 3.92 2.46 2.88 3.31 3.08 1.81 3.11 1.61 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 0.00 0.00
Data as of 06/05/2026, Common starting date is 10/31/1978
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WDC (Western Digital Corporation) -52.50%
Jul 1997 – Jul 2000 		-39.04%
Aug 1997 – Aug 2002 		-11.10%
Jun 1983 – Jun 1993 		-8.74%
Jun 1987 – Jun 2002
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
WDC (Western Digital Corporation) 163.16%
May 2023 – May 2026 		86.61%
Nov 1991 – Nov 1996 		33.06%
May 2016 – May 2026 		25.91%
Oct 1999 – Oct 2014
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return