Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AMAT (Applied Materials, Inc.) | 76.71% | 177.93% | 51.42% | 27.73% | 35.52% | 28.74% | 19.85% | … | … |
Data as of 06/05/2026, Common starting date is 03/17/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMAT (Applied Materials, Inc.) | 03/17/1980 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.66 | 177.93 | 51.42 | 27.73 | 35.52 | 28.74 | 19.85 | … | … | 76.71 | 59.60 | 1.13 | 67.97 | -37.54 | 83.64 | 43.29 | 89.86 | -34.92 | 59.86 | 75.70 | -23.52 | 43.70 | 58.55 | 10.19 | -21.87 | 3.06 | 40.43 | -42.11 | -2.60 | 3.91 | 5.47 | -23.80 | 72.22 | -35.01 | 5.01 | -39.71 | 196.78 | 41.70 | 67.65 | -8.73 | 86.39 | 9.03 | 129.63 | 91.49 | 63.95 | -24.56 | 28.09 | 14.10 | 105.26 | -8.43 | -23.15 | -29.87 | 69.23 | 62.50 | -66.27 | 126.36 |
| Sharpe Ratio | NA | 3.69 | 1.10 | 0.57 | 0.79 | NA | NA | … | … | 5.01 | 1.25 | -0.06 | 1.93 | -0.77 | 1.91 | 0.72 | 2.49 | -0.91 | 2.25 | 2.45 | -0.87 | 1.71 | 2.41 | 0.43 | -0.62 | 0.10 | 0.85 | -0.80 | -0.21 | 0.02 | 0.13 | -0.75 | 1.57 | -0.52 | 0.04 | -0.53 | 3.17 | 0.66 | 1.02 | -0.22 | 1.55 | 0.12 | 2.45 | 1.61 | 1.05 | -0.55 | 0.57 | 0.19 | 1.29 | -0.28 | -0.67 | -0.89 | 1.59 | 1.13 | -1.29 | 3.44 |
| Standard Deviation(%) | NA | 47.55 | 43.79 | 43.85 | 42.87 | NA | NA | … | … | 54.90 | 45.65 | 42.79 | 33.67 | 50.74 | 43.76 | 59.84 | 35.55 | 40.14 | 26.49 | 30.80 | 27.04 | 25.49 | 24.32 | 23.56 | 35.24 | 28.95 | 47.67 | 53.59 | 27.70 | 28.66 | 24.55 | 33.17 | 45.42 | 69.97 | 72.77 | 83.36 | 61.00 | 58.10 | 62.58 | 56.57 | 53.22 | 48.80 | 51.63 | 54.72 | 56.87 | 54.04 | 39.07 | 49.02 | 77.73 | 45.74 | 42.62 | 41.29 | 39.46 | 47.93 | 59.40 | 49.90 |
| Draw Down(%) | NA | 21.37 | 49.88 | 55.14 | 55.14 | NA | NA | … | … | 18.19 | 34.92 | 36.41 | 15.51 | 55.14 | 19.69 | 43.64 | 13.07 | 52.27 | 15.21 | 16.23 | 43.32 | 18.32 | 9.79 | 23.11 | 40.77 | 29.09 | 27.55 | 61.75 | 23.01 | 28.80 | 19.08 | 36.62 | 26.11 | 62.72 | 53.18 | 69.21 | 24.48 | 43.35 | 51.62 | 49.01 | 34.46 | 27.29 | 27.07 | 26.98 | 39.07 | 58.82 | 27.48 | 52.80 | 65.41 | 51.14 | 49.65 | 42.41 | 35.05 | 31.34 | 71.58 | 24.14 |
| Yield(%) | 0.00 | 1.16 | 1.23 | 1.01 | 4.33 | 6.40 | 4.09 | … | … | 0.37 | 1.09 | 0.98 | 1.26 | 0.64 | 1.08 | 1.40 | 2.48 | 1.32 | 1.25 | 2.17 | 1.60 | 2.28 | 3.29 | 3.27 | 2.20 | 1.89 | 2.25 | 1.38 | 1.25 | 0.98 | 0.54 | 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 | 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 03/17/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAT (Applied Materials, Inc.) |
-35.61%
Mar 2000 – Mar 2003 |
-21.82%
Apr 2000 – Apr 2005 |
-12.60%
Aug 2000 – Aug 2010 |
-5.11%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMAT (Applied Materials, Inc.) |
111.11%
Jul 1992 – Jul 1995 |
87.08%
Oct 1990 – Oct 1995 |
61.42%
Apr 1990 – Apr 2000 |
45.71%
Apr 1985 – Apr 2000 |
Annualized Rolling Returns Comparison Chart