Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARM (Arm Holdings plc) | 11.33% | 0.27% | NA | NA | NA | NA | NA | … | … |
Data as of 03/16/2026, Common starting date is 09/14/2023
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARM (Arm Holdings plc) | 09/14/2023 | 03/16/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.46 | 0.27 | NA | NA | NA | NA | NA | … | … | 11.33 | -10.61 | 64.17 | 18.16 |
| Sharpe Ratio | NA | 0.01 | NA | NA | NA | NA | NA | … | … | 1.40 | -0.22 | 0.79 | 1.36 |
| Standard Deviation(%) | NA | 55.02 | NA | NA | NA | NA | NA | … | … | 48.34 | 61.26 | 84.10 | 53.33 |
| Draw Down(%) | NA | 41.47 | NA | NA | NA | NA | NA | … | … | 13.18 | 52.30 | 42.57 | 24.72 |
| Yield(%) | 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 03/16/2026, Common starting date is 09/14/2023
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARM (Arm Holdings plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARM (Arm Holdings plc) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart