Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DZSI (DZS Inc) | NA | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | -100.00% | … | … |
Data as of 03/18/2025, Common starting date is 11/14/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DZSI (DZS Inc) | 11/14/2003 | 03/18/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | -100.00 | … | … | -100.00 | -60.41 | -84.46 | -21.82 | 4.85 | 74.60 | -36.30 | 50.22 | 88.98 | -2.00 | -43.50 | -66.85 | 1,036.17 | -47.19 | -66.67 | 30.24 | 412.50 | -93.16 | -10.69 | -37.91 | -18.53 | -47.57 | -26.49 |
| Sharpe Ratio | NA | -0.30 | -0.42 | -0.36 | -0.32 | NA | NA | … | … | -0.26 | -0.24 | -0.93 | -0.36 | 0.10 | 0.87 | -1.04 | 0.67 | 1.85 | -0.53 | -1.14 | -1.08 | 9.25 | -0.95 | -1.26 | 0.17 | 3.17 | -0.91 | -0.68 | -0.87 | -0.67 | -1.13 | -1.79 |
| Standard Deviation(%) | NA | 339.07 | 207.57 | 165.74 | 123.69 | NA | NA | … | … | 398.85 | 291.93 | 95.95 | 65.05 | 50.21 | 85.45 | 57.06 | 42.78 | 37.89 | 67.81 | 54.21 | 79.26 | 109.97 | 69.39 | 67.79 | 70.47 | 124.41 | 124.31 | 48.38 | 69.37 | 58.79 | 59.55 | 74.70 |
| Draw Down(%) | NA | 100.00 | 100.00 | 100.00 | 100.00 | NA | NA | … | … | 100.00 | 94.92 | 90.64 | 44.88 | 52.79 | 69.81 | 52.53 | 20.95 | 18.16 | 43.64 | 68.14 | 72.83 | 34.78 | 70.63 | 73.60 | 63.44 | 49.28 | 95.80 | 31.41 | 64.03 | 45.08 | 67.94 | 37.35 |
| Yield(%) | 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 03/18/2025, Common starting date is 11/14/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DZSI (DZS Inc) |
-77.85%
Aug 2021 – Aug 2024 |
-57.38%
Aug 2019 – Aug 2024 |
-37.78%
Aug 2014 – Aug 2024 |
-26.10%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DZSI (DZS Inc) |
52.86%
Jul 2012 – Jul 2015 |
67.92%
Dec 2008 – Dec 2013 |
21.86%
Oct 2012 – Oct 2022 |
-0.10%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart