Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ZS (Zscaler, Inc.) | -41.85% | -56.53% | -4.05% | -7.46% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 03/19/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ZS (Zscaler, Inc.) | 03/19/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -6.41 | -56.53 | -4.05 | -7.46 | NA | NA | NA | … | … | -41.85 | 27.78 | -16.70 | 98.00 | -65.18 | 60.90 | 329.48 | 21.42 | 40.54 |
| Sharpe Ratio | NA | -0.76 | -0.02 | -0.16 | NA | NA | NA | … | … | -0.82 | 0.63 | -0.52 | 1.88 | -0.88 | 1.35 | 4.85 | 0.38 | 0.81 |
| Standard Deviation(%) | NA | 62.01 | 50.72 | 56.72 | NA | NA | NA | … | … | 86.46 | 40.56 | 44.89 | 50.53 | 75.77 | 45.14 | 67.41 | 52.95 | 65.16 |
| Draw Down(%) | NA | 64.89 | 64.89 | 76.41 | NA | NA | NA | … | … | 48.93 | 32.66 | 38.85 | 39.06 | 66.52 | 28.95 | 39.40 | 53.80 | 31.76 |
| 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 06/05/2026, Common starting date is 03/19/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZS (Zscaler, Inc.) |
-17.50%
Dec 2021 – Dec 2024 |
-6.98%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ZS (Zscaler, Inc.) |
106.75%
Nov 2018 – Nov 2021 |
41.39%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart