Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/08/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ZM (Zoom Communications Inc.) | -1.67% | 31.06% | -4.57% | -12.38% | NA | NA | NA | 4.39% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZM (Zoom Communications Inc.) | 04/18/2019 | 05/08/2025 |
The return data shown below all have the same latest date: 05/08/2025.
AR inception is since 04/18/2019.
AR inception is since 04/18/2019.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.88 | 31.06 | -4.57 | -12.38 | NA | NA | NA | 4.39 | -1.67 | 16.56 | 6.16 | -63.17 | -45.48 | 395.77 | 9.74 |
| Sharpe Ratio | NA | 0.54 | -0.32 | -0.25 | NA | NA | NA | 0.03 | -0.41 | 0.32 | 0.05 | -1.02 | -0.88 | 4.75 | 0.21 |
| Standard Deviation(%) | NA | 33.52 | 42.85 | 52.96 | NA | NA | NA | 56.07 | 36.16 | 31.55 | 37.06 | 63.33 | 51.89 | 82.63 | 59.99 |
| Draw Down(%) | NA | 25.08 | 54.89 | 90.27 | NA | NA | NA | 90.27 | 24.75 | 23.07 | 29.97 | 64.53 | 59.10 | 40.65 | 39.67 |
| 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 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZM (Zoom Communications Inc.) |
-49.32%
Oct 2020 - Oct 2023 |
-12.78%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZM (Zoom Communications Inc.) |
10.46%
May 2019 - May 2022 |
3.70%
Dec 2019 - Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart