Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZEN (Zendesk Inc) | NA | -18.31% | -0.57% | 17.44% | NA | NA | NA | … | … |
Data as of 11/21/2022, Common starting date is 05/16/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZEN (Zendesk Inc) | 05/16/2014 | 11/21/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.19 | -18.31 | -0.57 | 17.44 | NA | NA | NA | … | … | -25.71 | -27.13 | 86.77 | 32.83 | 72.49 | 59.62 | -19.82 | 8.49 | 59.80 |
| Sharpe Ratio | NA | -0.43 | -0.02 | 0.37 | NA | NA | NA | … | … | -0.58 | -0.65 | 1.64 | 0.91 | 1.62 | 1.63 | -0.43 | 0.22 | 1.87 |
| Standard Deviation(%) | NA | 49.59 | 47.84 | 44.73 | NA | NA | NA | … | … | 50.79 | 41.50 | 52.57 | 34.94 | 43.99 | 36.44 | 46.21 | 37.76 | 59.36 |
| Draw Down(%) | NA | 57.77 | 65.49 | 65.49 | NA | NA | NA | … | … | 57.77 | 41.94 | 39.50 | 32.01 | 32.76 | 17.22 | 44.14 | 26.57 | 28.12 |
| 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 |
Data as of 11/21/2022, Common starting date is 05/16/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZEN (Zendesk Inc) |
-5.95%
Jun 2019 – Jun 2022 |
19.86%
Oct 2017 – Oct 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZEN (Zendesk Inc) |
62.84%
Feb 2016 – Feb 2019 |
51.52%
Feb 2016 – Feb 2021 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart