Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AZPN (Aspen Technology Inc) | NA | 32.61% | 24.62% | 24.60% | 21.91% | 24.24% | 20.82% | … | … |
Data as of 03/12/2025, Common starting date is 10/26/1994
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AZPN (Aspen Technology Inc) | 10/26/1994 | 03/12/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.24 | 32.61 | 24.62 | 24.60 | 21.91 | 24.24 | 20.82 | … | … | 5.89 | 14.04 | 7.18 | 34.95 | 16.85 | 7.71 | 47.15 | 24.14 | 21.07 | 44.81 | 7.82 | -16.22 | 51.23 | 59.31 | 36.61 | 29.59 | 32.08 | -54.25 | 47.19 | 40.38 | 26.41 | -39.47 | 262.54 | -83.15 | -49.47 | 25.77 | 82.33 | -57.66 | -14.64 | 137.78 | 71.97 | 23.62 |
| Sharpe Ratio | NA | 0.88 | 0.53 | 0.56 | 0.59 | NA | NA | … | … | 2.15 | 0.24 | 0.07 | 0.87 | 0.49 | 0.14 | 0.78 | 0.09 | 0.09 | 0.47 | -0.36 | -0.98 | 1.34 | 1.23 | 0.41 | 0.34 | 0.27 | -1.06 | 0.54 | 0.31 | 0.14 | -0.92 | 3.22 | -0.68 | -0.66 | 0.02 | 0.90 | -0.46 | -0.33 | 2.70 | 1.44 | 4.55 |
| Standard Deviation(%) | NA | 29.25 | 36.93 | 39.17 | 34.19 | NA | NA | … | … | 14.94 | 32.02 | 41.62 | 38.95 | 34.59 | 53.34 | 30.51 | 29.47 | 20.53 | 22.75 | 29.48 | 35.60 | 24.49 | 33.49 | 44.63 | 31.94 | 50.65 | 69.54 | 46.59 | 57.77 | 39.52 | 64.55 | 75.54 | 151.36 | 109.03 | 106.72 | 87.61 | 132.28 | 54.13 | 49.07 | 47.46 | 49.23 |
| Draw Down(%) | NA | 22.10 | 36.73 | 36.73 | 46.10 | NA | NA | … | … | 4.08 | 22.10 | 33.65 | 21.96 | 22.76 | 46.10 | 18.88 | 36.59 | 13.69 | 20.15 | 21.65 | 31.88 | 15.18 | 12.03 | 25.79 | 21.84 | 31.25 | 64.24 | 35.49 | 35.36 | 28.46 | 59.90 | 51.37 | 96.62 | 78.38 | 63.32 | 53.00 | 87.56 | 36.20 | 19.93 | 21.84 | 11.03 |
| Yield(%) | 0.00 | 0.26 | 0.25 | 0.24 | 0.29 | 0.68 | 0.87 | … | … | 0.00 | 0.48 | 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 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 03/12/2025, Common starting date is 10/26/1994
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZPN (Aspen Technology Inc) |
-61.72%
Feb 2000 – Feb 2003 |
-44.45%
Oct 1997 – Oct 2002 |
-14.82%
Feb 2000 – Feb 2010 |
-5.50%
Nov 1996 – Nov 2011 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AZPN (Aspen Technology Inc) |
74.03%
Mar 2003 – Mar 2006 |
54.36%
Oct 2002 – Oct 2007 |
31.71%
Apr 2009 – Apr 2019 |
26.48%
Aug 2003 – Aug 2018 |
Annualized Rolling Returns Comparison Chart