Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALGM (Allegro MicroSystems, Inc.) | 68.84% | 46.03% | 3.65% | 10.20% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/30/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALGM (Allegro MicroSystems, Inc.) | 10/30/2020 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -16.14 | 46.03 | 3.65 | 10.20 | NA | NA | NA | … | … | 68.84 | 22.92 | -26.36 | 0.83 | -17.03 | 35.71 | 45.68 |
| Sharpe Ratio | NA | 1.16 | 0.06 | 0.18 | NA | NA | NA | … | … | 3.99 | 0.34 | -0.66 | -0.08 | -0.41 | 0.81 | 10.27 |
| Standard Deviation(%) | NA | 54.51 | 54.54 | 49.98 | NA | NA | NA | … | … | 67.94 | 59.24 | 50.05 | 42.18 | 45.16 | 44.25 | 83.38 |
| Draw Down(%) | NA | 39.22 | 68.65 | 68.65 | NA | NA | NA | … | … | 34.50 | 41.61 | 42.47 | 52.85 | 46.09 | 32.96 | 20.59 |
| 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 |
Data as of 06/10/2026, Common starting date is 10/30/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGM (Allegro MicroSystems, Inc.) |
-15.46%
Dec 2021 – Dec 2024 |
-0.21%
Dec 2020 – Dec 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALGM (Allegro MicroSystems, Inc.) |
18.23%
Jun 2022 – Jun 2025 |
14.47%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart