Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZM (Zoom Communications Inc.) | 17.77% | 24.95% | 13.76% | -21.58% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 04/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZM (Zoom Communications Inc.) | 04/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.03 | 24.95 | 13.76 | -21.58 | NA | NA | NA | … | … | 17.77 | 7.88 | 16.56 | 6.16 | -63.17 | -45.48 | 395.77 | 9.74 |
| Sharpe Ratio | NA | 0.62 | 0.35 | -0.53 | NA | NA | NA | … | … | 0.94 | 0.16 | 0.32 | 0.05 | -1.02 | -0.88 | 4.75 | 0.21 |
| Standard Deviation(%) | NA | 39.33 | 34.30 | 44.38 | NA | NA | NA | … | … | 49.53 | 32.02 | 31.55 | 37.06 | 63.33 | 51.89 | 82.63 | 59.99 |
| Draw Down(%) | NA | 24.42 | 25.45 | 86.21 | NA | NA | NA | … | … | 24.42 | 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 |
Data as of 06/05/2026, Common starting date is 04/18/2019
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 |
-29.39%
Sep 2020 – Sep 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.) |
16.51%
Apr 2023 – Apr 2026 |
3.70%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart