Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AVGO (Broadcom Inc.) | 13.55% | 61.84% | 71.81% | 56.35% | 40.87% | 40.25% | NA | … | … |
Data as of 06/09/2026, Common starting date is 08/06/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVGO (Broadcom Inc.) | 08/06/2009 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -18.57 | 61.84 | 71.81 | 56.35 | 40.87 | 40.25 | NA | … | … | 13.55 | 50.63 | 110.49 | 104.18 | -13.27 | 56.48 | 44.88 | 29.05 | 2.18 | 48.20 | 23.64 | 46.04 | 93.18 | 70.69 | 11.60 | 2.87 | 55.74 | 13.04 |
| Sharpe Ratio | NA | 1.03 | 1.39 | 1.22 | 0.99 | NA | NA | … | … | 0.57 | 0.90 | 2.03 | 3.21 | -0.40 | 1.98 | 0.85 | 0.93 | 0.02 | 2.00 | 0.79 | 1.15 | 2.92 | 2.37 | 0.34 | 0.06 | 1.55 | 1.05 |
| Standard Deviation(%) | NA | 45.59 | 48.68 | 42.92 | 39.42 | NA | NA | … | … | 47.39 | 53.14 | 52.56 | 31.65 | 37.26 | 28.47 | 52.21 | 29.69 | 35.80 | 23.94 | 29.74 | 40.00 | 31.93 | 29.87 | 33.80 | 44.02 | 35.90 | 33.56 |
| Draw Down(%) | NA | 28.67 | 41.15 | 41.15 | 48.30 | NA | NA | … | … | 19.90 | 40.04 | 25.25 | 11.93 | 34.84 | 14.02 | 48.30 | 21.49 | 24.60 | 9.49 | 19.87 | 26.51 | 22.88 | 14.27 | 22.97 | 30.42 | 20.13 | 21.55 |
| Yield(%) | 0.00 | 1.02 | 1.21 | 2.67 | 6.39 | 21.42 | 34.04 | … | … | 0.19 | 1.04 | 1.07 | 3.44 | 2.55 | 3.50 | 4.14 | 4.42 | 2.96 | 2.70 | 1.77 | 1.64 | 2.34 | 2.70 | 2.11 | 1.44 | 0.37 | 0.00 |
Data as of 06/09/2026, Common starting date is 08/06/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGO (Broadcom Inc.) |
6.22%
Mar 2017 – Mar 2020 |
16.20%
Oct 2017 – Oct 2022 |
30.31%
Mar 2010 – Mar 2020 |
37.07%
Mar 2010 – Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVGO (Broadcom Inc.) |
102.28%
Oct 2022 – Oct 2025 |
63.90%
Oct 2020 – Oct 2025 |
44.57%
Nov 2015 – Nov 2025 |
43.08%
Nov 2010 – Nov 2025 |
Annualized Rolling Returns Comparison Chart