Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUOTY (AU Optronics Corp) | 93.25% | 42.81% | 11.45% | 3.93% | 16.69% | 3.92% | 1.08% | … | … |
Data as of 06/12/2026, Common starting date is 05/24/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUOTY (AU Optronics Corp) | 05/24/2002 | 06/12/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -10.36 | 42.81 | 11.45 | 3.93 | 16.69 | 3.92 | 1.08 | … | … | 93.25 | -10.31 | -21.37 | 27.79 | -30.93 | 68.03 | 51.38 | -12.33 | 6.28 | 22.23 | 25.53 | -40.76 | 64.99 | -30.67 | 4.17 | -57.65 | -13.09 | 57.45 | -57.10 | 39.46 | -1.79 | 7.29 | 22.05 | 111.01 | -55.52 |
| Sharpe Ratio | NA | 0.87 | 0.25 | 0.04 | 0.33 | NA | NA | … | … | 6.48 | -0.29 | -0.73 | 0.58 | -0.42 | 1.07 | 0.98 | -0.45 | 0.16 | 0.65 | 0.64 | -1.01 | 1.73 | -0.81 | 0.09 | -1.21 | -0.38 | 1.12 | -0.88 | 0.89 | -0.14 | 0.13 | 0.35 | 2.06 | -0.96 |
| Standard Deviation(%) | NA | 59.61 | 46.76 | 54.62 | 49.28 | NA | NA | … | … | 76.80 | 45.95 | 34.11 | 41.91 | 77.83 | 63.42 | 51.84 | 30.73 | 30.27 | 33.34 | 39.44 | 40.51 | 37.61 | 38.03 | 45.47 | 47.82 | 35.07 | 51.13 | 65.56 | 41.12 | 36.86 | 37.93 | 60.83 | 53.43 | 78.01 |
| Draw Down(%) | NA | 40.21 | 44.42 | 53.57 | 65.51 | NA | NA | … | … | 28.62 | 43.72 | 25.15 | 41.59 | 40.25 | 53.52 | 50.93 | 44.40 | 20.64 | 19.34 | 21.00 | 58.62 | 23.14 | 42.33 | 53.48 | 63.11 | 35.25 | 26.86 | 73.94 | 28.65 | 30.75 | 38.33 | 64.46 | 31.57 | 65.17 |
| Yield(%) | 0.00 | 1.95 | 3.48 | 4.13 | 9.72 | 2.60 | 1.63 | … | … | 0.00 | 2.42 | 4.67 | 5.20 | 11.76 | 2.16 | 0.00 | 4.08 | 11.67 | 4.93 | 3.94 | 2.94 | 1.60 | 0.00 | 0.00 | 1.34 | 0.00 | 1.12 | 4.53 | 0.36 | 0.61 | 2.82 | 2.84 | 2.45 | 0.00 |
Data as of 06/12/2026, Common starting date is 05/24/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUOTY (AU Optronics Corp) |
-34.85%
Jul 2009 – Jul 2012 |
-28.09%
Oct 2007 – Oct 2012 |
-14.66%
Mar 2004 – Mar 2014 |
-9.91%
May 2004 – May 2019 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUOTY (AU Optronics Corp) |
54.81%
Mar 2020 – Mar 2023 |
39.51%
Apr 2016 – Apr 2021 |
16.24%
May 2016 – May 2026 |
3.27%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison Chart